How to Add a New User to your Drift Account - Drift Chat Tutorial

Need some help with Drift or Conversational Marketing?

Hop on over and learn more about what we do for companies just like yours:

Here’s a link to the Conversational Marketing / Chatbot Template:


Today I'm going to show you how to add a new user to your drift account.

Alright, so once you've logged into your drift account, the first thing you're going to do is go to settings. Then you're going to click team settings, and then you're going to go ahead and click users. Once you get to users, you'll be able to go over to this green button in the top right that says invite users. Now, the only way that this will work is if you are an admin or an account owner, and so when you click invite users, it will allow for you to start typing in the email addresses from your team. Now, you can also invite people that are connected to slack if they're connected, and all you have to do is type in the email address like this and notice that you get a red dialogue if an email address already exists in the system. So you need to make sure that it's unique.

So we set the email in this example. And once you do that, you'll see the email address at the bottom, you can click the add button and you can click next.
So once the invite has been sent, now what you can go through and do is set the user levels so you can set a user so that they can only access certain conversations and their own settings, and they can only see the playbooks and certain contacts, or you can set to full admin. If you're working with an agency or you're working with other people who are going to be building playbooks, you're going to want to set them to the admin level. Once you've done that, you can go ahead and click the invite, one person bubble, and you will see that the invitation has been sent. You'll get a green dialogue that is going to show you exactly what just happened.

If you want to go in and manage the users, just click view user table and you should see the users all listed out in your tool and you'll notice that there's a recent invite button. If the person has not acknowledged and set up their account, this recent invite button will be there waiting for them.

This will be a great way for you to know whether you have to follow up with that individual to get everything hooked up correctly.

adnan July 22, 2019 08:42 AM Delete

Thanks for sharing the post.. parents are worlds best person in each lives of individual..they need or must succeed to sustain needs of the family. fungal infection cure

adnan July 22, 2019 07:41 AM Delete

I'd like to see one's put. It really is more advanced than discover most people verbalize while in the core in conjunction with readability on this subject area crucial space are likely to be effortlessly observed. vintage porcelain signs

adnan July 22, 2019 07:13 AM Delete

I like to every one of the material, I need to mention that i preferred, That i would really like more details pertaining to the, given that it is most terrific., Thank you so much related to showing. Professional Website Builder

adnan July 22, 2019 05:35 AM Delete

This excellent is undoubtedly fantastic. Most of these minuscule truth is generated applying broad range connected with accreditation know-how. When i benefit taking that approach lots.

asas July 20, 2019 07:25 AM Delete

I think that thanks for the valuabe information and insights you have so provided here. ultra omega burn dr oz

asas July 20, 2019 03:06 AM Delete

I think that thanks for the valuabe information and insights you have so provided here. jungle scout pro extension

sasasa July 19, 2019 07:23 AM Delete

Furthermore this is aside from that an awesome put up that we all unquestionably preferred perusing. It is far from normal i enjoy the odds to work out a product. russian lashes

sasasa July 19, 2019 04:23 AM Delete

This is my first time i visit here and I found so many interesting stuff in your blog especially it's discussion, thank you. viagra soft for sale in south africa

adnan July 17, 2019 09:21 AM Delete

I think that thanks for the valuabe information and insights you have so provided here. Mobile Stock ROM

adnan July 17, 2019 07:41 AM Delete

I think this is an informative post and it is very useful and knowledgeable. therefore, I would like to thank you for the efforts you have made in writing this article. Achat kamagra

seo12 July 16, 2019 04:14 PM Delete

That's why it is best that you relevant researching previously penning. You're able to construct more desirable put up this way. benefits of green tea

seo12 July 16, 2019 06:27 AM Delete

Wow, What a Excellent post. I really found this to much informatics. It is what i was searching for.I would like to suggest you that please keep sharing such type of info.Thanks View more

seo July 15, 2019 04:40 AM Delete

This is a great article thanks for sharing this informative information. I will visit your blog regularly for some latest post. I will visit your blog regularly for Some latest post. 안전놀이터

seo July 13, 2019 03:37 PM Delete

This is why promoting for you to suitable seek ahead of creating. It's going to be uncomplicated to jot down outstanding write-up doing this. look at more info

seo July 13, 2019 09:04 AM Delete

I think that thanks for the valuabe information and insights you have so provided here. บ้านมือสองนนทบุรี

adnan July 13, 2019 08:36 AM Delete

I think that thanks for the valuabe information and insights you have so provided here. Housing for northwestern graduate students

seo12 July 13, 2019 03:58 AM Delete

Succeed! It could be one of the most useful blogs we have ever come across on the subject. Excellent info! I’m also an expert in this topic so I can understand your effort very well. Thanks for the huge help. floor standing sign

seo12 July 13, 2019 02:53 AM Delete

I think that thanks for the valuabe information and insights you have so provided here. velkoborsky

seo099 July 11, 2019 11:39 AM Delete

Very nice article, I enjoyed reading your post, very nice share, I want to twit this to my followers. Thanks!. piermont grand

adnan July 09, 2019 05:17 AM Delete

What a sensational blog! This blog is too much amazing in all aspects. Especially, it looks awesome and the content available on it is utmost qualitative. клиника стоматологии краснодар

adnan July 09, 2019 03:03 AM Delete

This excellent looks absolutely appropriate. Every one of moderate information are ready by using large number associated with encounter useful understanding. I am eager this once again greatly. Above ground pool

jack July 08, 2019 06:12 AM Delete

This amazing is very much unquestionably great. All these smaller fact is manufactured working with number with credentials know-how. I actually enjoy the reasoning the best value. aiou assignments marks

adnan July 08, 2019 05:31 AM Delete

The appearance positively wonderful. All of these miniature info are fashioned utilizing massive amount historical past experience. I want it all significantly cialis achat suisse

Add a comment...
Post as (log out)