Every ROUX subscription comes with a designated number of user accounts. The Growth Plan allows up to 3 users, the Pro Plan allows up to 10 users, and Enterprise Plans come with unlimited user accounts.
There are two ways to add users to your ROUX account:
The total user allowance for your plan is a combination of both Organization and Business users.
Adding New Users to an Organization
When you add a new user to your organization, they will have access to every business under that organization. Only Enterprise accounts can have access to multiple businesses, and this would be a typical requirement for agencies and freelancers that manage multiple businesses at once.
Adding users to your organization, rather than a business, is also the only way users can gain access to ROUX's full suite of features.
To add a new user to an organization, click on the hamburger menu in the top left navigation and under "Account Settings" select Manage Users.
Within the Manage Users section, you will see a full list of users already on the account. Too add a new user, click + New User in the top right corner.
A New User modal will pop up where you can enter the following user information:
Email
First Name
Last Name
User Type
Permissions
The User Type will be Organization, and under Permissions you will have the following options:
Admin
Manager
Create New Creative
Review and Approve Creatives
Publish Creatives to Ad Channel
Finance
Manage Organizations
Manage Businesses
Manage Projects
Manage Campaigns
Manage Connectors
Manage Users
Optimization
Reports
Select the permissions you want to apply to the user, then click Add User. The user will receive an email that will guide them through the account setup process.
Adding New Users to a Business
When you add a new user to a business, they will only have access to that business, even if there are other businesses under an organization. For Enterprise accounts that manage multiple businesses owned by third parties (i.e. the Enterprise account is an agency and the business is a client), client users should be added to the business only.
By adding users to a business, rather than an organization, ROUX's full suite of features will not be available. Instead, business users have primarily view-only permissions.
To add a new user to a business, click on the hamburger menu in the top left navigation and under "Account Settings" select Business Settings.
Next, click on the business you want to add a new user to.
Scroll to the bottom of the page to the Business Invites section. For step-by-step instructions on how to invite users to the business, please follow this guide.