How to Invite Your Fellow Media Buyers and Designers?

When you start using XMP, you'll need to collaborate with colleagues from advertising, design, and data analysis teams. This guide will help you quickly set up your team structure, ensuring everyone can use the XMP platform smoothly.

Step 1: Create Departments

1. Go to the "Departments and Users" page in the "Management" menu
2. Click "Create Department" in the top left corner
3. Enter the department name and select the department type

Department Types:

• Optimization Department
• Design Department
• Data Analysis Department

Tip: A well-structured department division helps in precise management of permissions and work content

Step 2: Invite Members

1. Go to the "Departments and Users" page in the "Management" menu
2. Hover over the department name and click "Create User"
3. Select the user role
4. Enter your colleague's username and email address
5. Click confirm to send the invitation

About Role Permissions

XMP provides eight role permissions:

• Administrator and Sub-Administrator: Can manage all departments and users, view all account data
• Optimization Manager and Optimizer: Can perform ad delivery and optimization
• Design Manager and Designer: Can manage creatives and view creative data
• Data Analysis Manager and Analyst: Can view ad and creative data

Practical Suggestions

1. Allocate Permissions Reasonably

• Choose appropriate roles based on job responsibilities
• Regularly check if permission settings are suitable

2. Manage Your Team Timely

• Add new team members promptly
• Adjust permissions for departing members in a timely manner

3. Ensure Good Team Communication

• Clearly inform members of their permission scope
• Ensure the team understands platform usage norms

Frequently Asked Questions

Q: A member didn't receive the invitation email?
A: You can resend the invitation. Suggest checking the spam folder.

Q: How to modify member permissions?
A: This can be adjusted on the "Departments and Users" page.

Q: Need more help?
A: Please contact our customer service team for support.

After completing these settings, you and your team can start using XMP to improve work efficiency. If you have any further questions, our support team is always ready to help!

Enjoy using XMP!