How to add a member to your team?
You can invite members of your team and grant them different permissions depending on their role in your company.
Batch allows users with the "Administrate" permission to add new people to their team. This enables your tech, marketing and editorial teams to work together on the same interface with different accesses to Batch's features.
Make sure you are the admin of the account to add new team members or choose the apps they can access.
Inviting new members
First, open your account's menu located on the top right corner of the dashboard (in Batch Customer Engagement Platform) or the bottom left corner (in Batch Mobile Engagement Platform).
Click 'Manage team', then click 'Invite user':
To reinforce access control to our product, the Dashboard forces administrators to use multi-factor authentication (MFA) to perform certain sensitive operations. If your company is not set up with an MFA method, the modal will simply ask for password authentication.
Then, pick the right permissions for the new team member and select the apps they will be able to see the dashboard:
There are several permissions you can grant or revoke:
Administrate: Grants full access to company account (team members, users permissions, etc). Note: an account can have more than one Administrator.
Review: Grants read-only access to the dashboard. Review users will not be able to create or edit campaigns.
App: Grants users' rights to create, edit, and archive apps.
Campaign: Grants users rights to create, edit and delete campaigns.
Privacy: Grants users' rights to manage GDPR settings.
If one of your teammates already has a Batch account registered with his email address, contact our support team ([email protected]) with the following information:
Email address of his first account.
Email address of the team he wants to join.
We will add them to your team with all the apps created with the previous account.
Managing Existing Users
Adding/removing existing users
You can resend invites, delete and manage existing users from the Account Manager too:
Setting app-level permissions
To facilitate collaborative work, a user with 'Administrate' rights can also grant another user access to a group of selected apps. This is handy to ensure specific users cannot access certain apps on the dashboard or if you have multiple projects with separate teams working on each one.
Setting a country/language restriction
In addition to app-level permissions, you can restrict the rights of existing users to make sure they can only create push campaigns or In-App automations for users living in specific countries.
This is useful to avoid targeting mistakes if an international team is working on the same app on Batch dashboard (e.g. editors sending a notification to all your users by forgetting to target a specific country). Here is what the campaign editor looks like for a user who can only send notifications to Canada, in French or English:
On Batch dashboard, users with a country/language restriction (e.g. Canada + English/French) will exclusively see in their campaign list:
Campaigns matching their country/language restriction (e.g. Canada + English/French)
Campaigns that don't include any country/language targeting (e.g. templates).
Your Batch Customer Success Manager will be here to help and set up these restrictions for you!
Last updated
Was this helpful?