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Engineering Wiki

FAQs

Frequently Asked Questions

Billing FAQs

Guides & Processes

Navigation

Account Integrations

Campaign Creation

Budget Management

Error Messaging Help

Roadmap

Kepla Feedback

Community

Slack

How to Invite a Client

1. Navigate to the settings page
2. Teams and customers
3. Click Invite customers
4. Enter the email address
5. Tick the accounts to authorise access to Manage their accounts and Campaign Creation.
   1. Select the read-only access (to restrict access)
6. Click Send Invitation

How to Invite a Team Member

1. Navigate to the settings page
2. Teams and customers
3. Click Invite team members
4. Enter the email address
5. Tick the accounts to authorise access to Manage their accounts and Campaign Creation.
   1. Select admin access (for full access)
6. Click Send Invitation

Accepting an invite

1. Check your inbox for an email from kepla

2. Click ‘accept the invitation’ in the email

3. Sign in to Kepla (This creates your individual login)

4. Accept the invitation

   

How to manage user permissions

Manage user permissions to your Organisation or Accounts

1. Navigate to ‘Teams and Clients’

2. Click ‘Manage’ or ‘Remove’ to delete all access

3. Tick the accounts they’re authorised to access

4. Click save changes

   

How Permissions Work

Team Member: For the selected customers this ‘Role’ allows the user to add/remove integrations, create campaigns, access email reports and able to view all Tabs. This user is restricted from accessing organisation settings and billing. A customer won’t be able to see non-connected ad accounts under integrations.

Admin access: Is for full organisation access, this includes Billing and all settings. An admin has full access to all accounts (Clients), can view all integrations and manage other ‘users' roles.

Customers: This role allows the user to add/remove integrations, create campaigns, access email reports and able to view all Tabs. This user is restricted from accessing organisation settings and billing. A customer won’t be able to see non-connected ad accounts under integrations.

Read-only: This allows the user to view the Dashboard and Benchmark tab. While being restricted from all other actions and pages.