Typically, you may want to add a user to your workspace in the following scenarios:
- Collaborate with Colleagues: Grant your colleague access to the platform, allowing them to link their own LinkedIn or other social media accounts.
- Clients Account Management: Utilize your clients' account without providing them direct access to the workspace.
Note: You must be "Owner" of the workspace to add users.
To add a new user, please, follow these instructions:
- Go to My Account > Users
- Click on the top-right button, + New User
- A window will open:
If your subscription allows you to create more users, a window with the user settings will appear.
*Fill up carefully the fields - When adding the email, a little box will appear:
Tick the "Invite user to workspace" option to grant this person access to your Captain Data workspace. This will send them an invitation via email.
If you don't tick the invite option, this user will be considered an External User. You can still sync their social media account using a shared link. - Sharing link feature: use someone else's account (external user)
⚠️ Important note
The “country” selected must match the location where you are when you log into your social media account. This ensures that the system provisions a proxy IP within the selected country zone, which will be attached to this user.
Exercise caution when using a VPN. Either choose the exact same country where your VPN provides IPs to ensure a match, or log out from your VPN when logging into your Social Media Account.
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If you need to subscribe to add-on users, another window will appear. But the best, is to contact our sales.
It will add one user to your account (one user is €49 per month):
Your user is now created. You can see the "User" role label by default on your newly created user, meaning it has restrictive rights. See our Users Management article if you want to learn more about users roles.
Note: you can cancel this new add-on subscription at all time, according to your one-off needs.
When you already have an add-on user, you will be able to see the options below:
If not, it means that you need to contact our Sales.
Under Buy More Users, you'll be able to upgrade your number of users:
A window appear to confirm your subscription:
Now go to My Account > Users and click on the top-right button + New User to configure your new user(s). It will have the label "User or External" by default.
Once created, you'll be able to see all the users collaborating on your workspace and their attributed roles. You will also see which applications they connected to their account:
