How to Add or Remove Users from Your Self-Serve Account

Whether you need to invite a new user, update permissions, or remove an existing user, follow the steps below.

Adding a New User

1. Access Settings: Click on the Main Menu and select Settings.
2. Navigate to Users: Click on the Users tab to view all existing account members.
3. Invite a New User:
   • In the top right corner, click Invite New User.
   • A pop-up form will appear.
   • Enter the email address of the user you’d like to invite.
   • Select the user role:
     • Admin – Can create and manage campaigns.
     • Member – Can view reporting only.
   • Click Invite to send the invitation.

Editing or Removing a User

1. Locate the User: In the Users section, find the person you’d like to update.
2. Click the Options Menu: Click on the three vertical dots next to their name.
3. Choose an Action:
   • Edit User – Modify permissions or update details.
   • Remove User – Permanently remove the user from your account.

💡 Need help? Contact Support@jamloop.com for assistance.