Being an Account Owner in Voluum

Multi-User allows inviting your associates to collaborate with each other on a daily basis on one account. The Multi-User feature works only in conjunction with the Workspaces feature, which allows creating complex campaign management structures, where users occupy different positions, and have a different level of access to Workspaces. As an Account Owner, you have unlimited privileges over your account. There is only one person that can have this role in one account.

Because you have originally registered a Voluum account, your access to the account is of the highest level. You can create and edit all campaign elements in both Public and Private Workspaces, and change role assignments like an Admin, but unlike the Admin, your access to the Settings is not limited in any way. You can view and change payment details, access referral program links, and have full access to the Collaboration tools settings. Finally, only you can invite and edit Admins who are supposed to manage and monitor your campaign funnels.

The below image visualizes user hierarchy in Voluum after turning on the Multi-User feature.

	Depending on the complexity of the campaign management structures you use, your role is to distribute the workload among other Voluum users: Admins and Workers. In order to do so, you need to invite new users and create new Workspaces. The number of users you can invite depends on your pricing plan. You can always upgrade to a higher plan or buy additional users if necessary3.
	Voluum Note: If you have previously invited user to your account, they will automatically have a Worker role assigned to them. You or an Admin can change their role assignments at any given time.

Collaboration Tools is a place in the Settings view in Voluum, where you can view and manage different settings of Workspaces and Shared Report features (to read more on the Shared Report feature, read the  Shared Reports article. Regarding the Workspaces feature, you have two options available:(Beta version) Shared Reports

• Multi-User - invite and change role assignments of your users
• Workspaces - create and change workspace assignments for your users

As an Account Owner, you can invite other user to your Voluum account to delegate your workload and assign them one of two roles: Admin or Worker.

Inviting New Users

In order to invite a new user to your Voluum account, perform the following steps:

1. Sign in to Voluum.
2. Go to Settings.
3. In the Collaboration tools view, go to the Multi-User tab.
4. Click the Invite user button. The Invite user form will show up.
5. Provide the user's email address and select the user's role.

6. Select the user's role. You can learn about those roles in the articles below:

   • Being an Admin in Voluum
   • Being a Worker in Voluum
   • Being a Read-only user in Voluum
7. If a Worker or Read-only user role is selected, choose one or more Private Workspaces that this user will be assigned to.
8. (Optional) For Workers or Read-only users, there is an option to hide certain columns.

9. Click the Invite button. An invitation email will be sent to the email address provided with an access link.

   

Invitations that have been sent but were not accepted by the user yet are visible in the Pending invitations table. You can revoke the invitation by clicking the  icon and confirming the dialog box.

Editing User's Settings

In order to edit user's settings, perform the following steps:

1. In the Multi-User tab, click the  icon to enter the edit mode.

   • To change the user's role, select the proper role from the Role drop-down menu.
   • To change user's Workspace assignments, click the Private Workspaces field and select the workspace from the drop-down menu to add the Private Workspace or click the  icon next to the Workspace's name to remove that Workspace.
2. Click the icon to save changes.

In order to remove the user, perform the following steps:

1. In the Multi-User tab, click the  button next to the user that you want to remove.
2. Click the Yes, remove button in the dialog box to confirm the removal.

As an Account Owner, you can create new Private Workspaces and assign Workers to them.

Add New Private Workspace

In order to add a new Private Workspace, perform the following steps:

1. In the Collaboration Tools view, go to the Workspaces tab.
2. Click the Add private workspace button.
3. Provide the name of Workspace.
4. Select Workers or Read-only users.
5. Select domains that will be assigned to this Workspace.

6. Click the Save button.

   

Edit Workspace Settings

In order to edit Workspace's settings, perform the following steps:

1. In the Workspaces tab, click the  icon right to the Workspace name. The Edit private workspace form will show up.

   • To change the Workspace's name, provide the new name in the Private workspace name field.
   • To change worker's assignment, click the Select workers field and select the workers from the drop-down menu or click the  icon next to the Worker's name to remove that worker.
2. Click the Save button.

Have more questions? You might find answers below: