Article Last Updated: July 22, 2024
- Click the Profile avatar in the top-right corner of your Kartra account
- Select Team members
- Click the add Member button on the bottom right
- In the setup window, set the team member's role and credentials:
- Select the ADMIN member role, or create one if it does not exist. Learn more about creating roles.
- If creating a new role, type ADMIN as the Role Name and select all checkboxes for the System, Sales & products, Communications, Pages, Forms, Memberships, Videos, Calendars, Helpdesk, Campaigns, Integrations, Agency, and Affiliates promotions sections.
- Once you can select the ADMIN member role, fill in the user information fields as follows:
- Public Username: vytenadmin
- First Name: Vyten
- Last Name: Admin
- Email: [email protected]
- Any alpha numeric password longer than 8 characters
- Select the “Email login credentials to this user” checkbox
- Click the “Create” button to finish
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