You can provide limited access to your account for external stakeholders, such as clients or partners. This allows them to view the performance of a specific campaign without seeing anything else in your account, ensuring the privacy and security of your other projects.
Note: This process uses the standard 'Add Team Member' feature. For a full overview of adding users and the different roles, please first read our guide on Managing Team Members.
Granting Campaign-Specific Access
To invite a client with restricted access, follow these steps:
- Begin by inviting the client as a new team member. Navigate to your account settings and click + Add new member.
- In the 'Add new team member' window, fill in the client's details. You can set their 'Position' to "Client" for your own organizational purposes.
- In the permissions area, find the access level settings. Instead of "Full Access," select the option for "Access to specific campaigns."
- From the dropdown list that appears, check the box next to the specific campaign (or campaigns) you want this user to have access to.
- Click Add.
Once the client accepts the invitation and logs in, their view will be restricted. They will only be able to see the campaign(s) you selected and review its associated analytics.