Do I need to share profiles each time I set up a new user?
When adding a new user, you can either have them add their own profiles to the account or have another user share profiles that have already been connected.
Sharing profiles can be a good option for a couple of reasons:
- If you share a profile with a new user, then they will have access to all the reporting data already gathered by your account. They'll be able to generate reports reaching back to when you originally added the profile rather than the date they added it themselves.
- If more than one user manages specific accounts, sharing profiles allows all users to see which messages have been scheduled and when.
- Each account has a limited number of total profiles they can add. If each user adds their own profiles, you can reach this limit quickly. On the other hand, if the profiles are shared among users, you can increase the number of unique profiles you can work with on the account.
If there's an account on a Traction plan, which allows up to 4 users and 24 profiles, if each user adds their own profiles, then they can add and work with 6 profiles each.
If instead, one user adds all allowed 24 profiles and shares them with the other 3 users, then everyone will have access to work with all 24 profiles.