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Invite a User to Brandboom

Overview

This article explains how to invite new team members, such as sales representatives, collaborators, or administrators, to work with you within your Brandboom Showroom. It covers inviting users, managing their permissions, understanding team structures, and handling subscriptions.

How-to

To invite a user to Brandboom and work with you in your Showroom, follow these steps:

  1. Invite User to Showroom:
    • Invite the new user to your Showroom(s) using their email address.
    • If they do not have a Brandboom account, they will be prompted to create one.
  2. Manage Showroom Permissions:
    • Once they join your Showroom, they will be able to see your products, build presentations, and more.
    • If you wish to limit their access or grant additional permissions, you will need to do so in the Team Settings of that Showroom.
  3. Manage Teams & Settings:
    • The new user will appear in either your "Inside Team" or an "Outside Team."
    • For details on the difference between these team types, please check here.
    • If you need to move the user from one team to another, please contact support.
    • If they are on your team, ensure you set their Account/Team Permissions and Notification Settings.
  4. Manage Subscriptions:
    • Each user must have their own paid subscription to remove any limitations on their login.
    • They can start with a Free account, but they will quickly encounter limitations if they are working with orders or building products.
    • To upgrade their account on their behalf, visit your Subscription page. You will be responsible for their fees.
    • If you decide to cancel their account, you must request a downgrade. Simply removing the user from your showrooms will not downgrade their account.