CustomFit Dashboard
  • Getting Started
    • Installing CustomFit Code Snippet
      • Installing the code snippet on Webflow
      • Installing the code snippet on Wordpress
      • Installing the code snippet on Wix
      • Installing the code snippet on Shopify
      • Installing the code snippet on Unbounce
  • Account Setup
    • Configuring Account Users
    • Add Users and Assign Roles
    • Configuring Subdomains
    • Configuring Traffic Blocking
  • Experience
    • How to create an A/B test
    • How to create a Split URL test
    • How to create an AI Conversion Optimize experience
    • How to create an Outbound Experience
    • Creating an Experience
    • Experience Page Paths
    • Experience Targeting
    • Visual editor
    • Experience Goals
    • Experience Insights
    • Experience Settings
    • Experience Dashboard
    • Experience FAQs
  • Visual Editor
    • Overview
    • App Bar
    • Editor Palette
    • Toolbar
    • Popups
  • ABM
  • Audience Segments
    • Geo Location
    • Technology
    • UTM Parameters
    • Visitor Attributes
    • Salesforce Attributes
    • HubSpot Attributes
    • Kickfire Attributes
    • Visitor Behavior
      • Page event
      • Click event
      • Track event
  • Integrations
    • GA4 Integration
    • GA4 Integration via GTM
    • Microsoft Clarity Integration
    • Hotjar Integration
    • Clearbit Integration
    • 6sense Integration
    • Segment Integration
    • Mixpanel Integration
    • Amplitude Integration
    • Heap Integration
    • Salesforce
      • Connected App
      • Apex Class
      • Apex Triggers
      • Remote Site Settings
    • Kickfire
    • HubSpot
    • Slack
  • Split URL Testing
  • Reports
    • Create Report
    • Configure Targets
    • Configure Goals
  • Overview of Reports
  • Segments
    • Creating a Segment
    • Segment Rules
  • Dashboard
    • Analytics
  • Install the CustomFit snippet
  • Event Analyzer
    • Creating an Event
    • Forward Custom Events from GTM to CustomFit
    • Event Insights
    • Event Properties
    • Property Insights
  • Change Log
  • Frequently Asked Questions
    • CustomFit JS Script
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  1. Account Setup

Add Users and Assign Roles

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Last updated 1 year ago

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In CustomFit, you have the flexibility to invite new team members to collaborate with you and designate their roles, whether it's as an admin, writer, or reader. This role-based customization becomes particularly valuable in situations where multiple individuals are contributing, allowing you to grant distinct permission levels to each member.

To add a new user

  • Click the profile picture icon in the top-right corner, and then select the 'Account Users' option.

  • In the Account Users page, click on the 'Create User' button.

  • Provide the required information such as email id, First name and then select the user role. Click on 'Create' button to create the new user successfully.

Admin has full access to account and billing information.

Writer can create, update, delete and view results of experiences.

Reader can only view experiences and its results.