When you identify someone who needs NinjaCat, you'll need to invite them to become a User of your Agency on our platform. Users are the people you'd like to allow access to NinjaCat. This article will guide you through inviting a new agency-level user, managing user invites, and some frequently asked questions about Users in NinjaCat.

NinjaNote: To access the options of NinjaCat shown in this article your account must have a User Role that includes the permission "Manage Users". To change your permissions, please contact a NinjaCat admin from your team.

Section Links

How to Add a New User

Resending or Canceling User Invites

Frequently Asked Questions

How to Add a New User

Below are the steps you will need to follow to access and create a new user from your Agency settings. Note that to access these options your NinjaCat account must have a user role that includes the permission "Manage Users".

1. Go to the Setup Settings

2. Click on "Users" from the Setup sub-navigation bar

3. From the Users tab under Users click the "Add User" button near the top right of the page

4. Fill in all the fields under Add User

• Name - the name of the user as it will display when they login to NinjaCat (this field is required)
• Email - the email address of the user you are adding. This is where their invitation to access NinjaCat will be sent (this field is required)
• Roles (toggle switch) - which of your Agency's User Roles, which determine the level of access and permissions, you would like to assign to this user
  • "On" (toggle right) - adds the role to the user
  • "Off" (toggle left) - removes the role from the user
• Accessible Accounts - choose which accounts in your NinjaCat Agency you would like this user to be able to access
  • Full Access (toggle switch)
    • "On" (toggle right) - allows the user access to all of the accounts in NinjaCat
    • "Off" (toggle left) - limits the user's access to only the accounts shown in the Selected list
• Advertisers - Drop Down menu list of all available accounts
  • Click on the name of any account that you want to give access to
  • Click "All Advertisers" at the top to automatically select the entire list

5. Click the "Invite User" button near the bottom left of the page to email the user an invitation to use NinjaCat

Resending or Canceling User Invites

1. Go to the Setup Settings

2. Click on "Users" from the Setup sub-navigation

3. Click on the "Invites" tab under "Users"

4. Click on the "Envelope" button under the "Re-send" column to send a new invite to the email                address under the "Email" column

5. Click on the "Trash can" button under the "Cancel" column to cancel the inviteNinjaNote: The above page is what a user will see when they follow an emailed link to a canceled invite.

Frequently Asked Questions

Q: Can I add a User without sending an invite?

A: No. The User must create their own password so they must be invited.

Q: Can I use a username instead of an email?

A: No. An email is required in order to send the invite to the 

Q: What email address does the User invite email come from?

A:  donotreply@mymarketingreports.com

Q: Can I customize the invitation email that is sent to potential users?

A: Yes. Those details are explained in the article Customizing Your Email Templates