Publishers can create multiple organizations and invite other Woovit accounts—like clients, contractors, and agencies—to co-manage an organization’s campaigns. Please look below for brief explanations showing how to use Woovit's multi-org features.
1. Access your profile's dropdown menu on the top navigation bar to locate "Organization Settings."
The top navigation bar is always accessible. Look for the icon and name of your organization next to the "Requests" tab.
2. Click on "Organization Settings."
"Organization Settings" is tied to an organization. An organization's public profile, billing, and team members are found here. You can also manage additional organizations here.
"User Settings" is specific to the owner of the Woovit account, and you can change your name, email, and password there.
3. "Organization Settings" explained:
Public profiles, billing information, and team members are tied to specific organizations. These tabs are dynamic and will change between organizations.
The TEAM MEMBERS tab is part of Woovit's Premium service. With this upgrade, you can assign other Woovit accounts to an organization to manage their campaigns.
4. The MY ORGANIZATIONS tab:
Here you can see all of the organizations you're a member of. You can switch between different organizations and create new ones here.
5. To create a new organization, type the name and click on the CREATE button.
Create an organization if:
You want to use a different public profile or publisher name for a campaign
You want to give other people (team members*) access to campaigns, but not your Woovit account
You want to organize and manage campaigns from multiple clients or companies
* Each additional organization will require an upgrade to access premium features, like team members.
6. Switch between organizations through a profile's dropdown menu.
If you have multiple organizations, you can also switch between organizations through your profile's dropdown menu. Any organization you're not already signed into will have their name displayed below "Organization Settings." Click on the name to switch.