To get started, this article will guide you through:
1 - How to add a user (profile or member)
Steps to add a user:
Navigate to the 'people' page on your dashboard.
Click the 'add' button in the top right corner.
Choose user type:
Member: Select if the user needs access to the Shield dashboard. They also have the option to connect their LinkedIn account and track their data.
Profile: Choose if you only need to connect a LinkedIn account without dashboard access.
Enter details:
For a profile: Add the user's full name and email address. They’ll receive an invitation to connect their LinkedIn account.
For a member: Add the user's full name, email address, and assign a role.
A note for agencies:
If you don’t want your client to receive an email and you have full access to their LinkedIn account, you can use your own email address, so you’ll receive the token and further instructions directly in your inbox. This way your client doesn't have to do anything, and you'll verify on their behalf.
2 - What invitations members/profiles receive
What members receive:
New members will receive an email to join your organization. They must click “Join Now” to accept the invitation and complete their setup by creating a password.
This action will redirect them to the login page, where they need to either click "Continue with Google" or choose "Sign Up" below to complete their setup by creating a password.
After the member accepts the invitation and completes their setup, the owner and admins of the organization will receive a confirmation email (see below).
What profiles receive:
Profiles added will receive an email with instructions to connect their LinkedIn account to Shield.
After the LinkedIn profile is successfully connected, owners and admins of the organization will receive a confirmation email.
Want to connect a profile? Find out how here.
3 - How to remove a user (profile or member)
Go to people page: Navigate to the 'people' page.
Select user: Find and click on the user you wish to remove.
Remove user: Click the 'Remove member' button and confirm.
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The Shield team
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