Invite and remove Content Automation users

Invite a new Content Automation user

1. Navigate to the Users and Teams page from the main menu and select the Users tab.
2. Select + Create User
3. Fill out the user's name and email address.
4. Assign the appropriate user role. 
   1. Authors are content authors who have access only to projects and documents. You can also block authors from exporting, which requires them to request approval before exporting.
   2. Designers can create templates. 
   3. Admins can access everything and are responsible for running the account. 
      
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5. Add any teams as needed by the user. Authors can access or create projects or documents only when they are members of a team.
6. If you don't want the new user to have access to Content Automation just yet, uncheck Send invitation on creation. You can send (or resend) an invitation from the Users page later.
7. Select Create.

Bulk-invite new Content Automation users

You can use the Bulk Create feature to add many users at once.

1. From the Users page, select + Bulk Create User.
2. Follow the page instructions to upload a CSV with the required user information and select Next.
3. Confirm the imported user information and make any changes if required.
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4. Select Create & Invite to finish the import. Alternatively, uncheck Send invitation on creation and select Create to invite the users later.

Remove a Content Automation user

You can remove any user from the Users page by searching for their name and selecting the remove button.

Deleting a user won't delete their projects or documents, so team members can still access them unless set to private. You can reassign documents before removing a user.

There is no limit on the number of teams a member can belong to.