Organization invites

Marketing Insights for the Whole Team - Introducing Rilo Organizations

Rilo News | Mar 05, 2018

Marketing in any capacity is a team effort. Whether you're a solo entrepreneur with VA support or a full service marketing team with a growing client list, collaboration should be the start of building a strong strategy. Now, with Rilo Organizations, you can scale your marketing insights across an entire team and track multiple brands at once.

Rilo Organizations allow users to set up one account for their company, and add dashboards and team members as they grow. You can now manage every one of your brands and switch between them seamlessly right from a central account. Invite members of your team to view and track the same marketing reports or create their own on the fly. Invite clients to your organization to view only their report to see live marketing insights as your campaign builds. Rilo will keep everything organized and updated in realtime, all automatically.

Organizations are available and ready to use on our Agency and Enterprise plans, each sized to fit your company's needs. Once your plan is set up, you can add users to your Organization by simply inviting them through your settings panel. After a user is added to your Organization, they can start to track campaigns on new dashboards, or you can give them access to any of your existing ones. You'll now be able to scale reporting across your entire organization and have automated marketing insights for every single brand in a matter of seconds.

Here's how to get set up with Organizations:

Adding a user to your Organization

Use this feature to allow users to create and access Dashboards directly through your Rilo account. Dashboards they create will count toward the total for your plan, or you can simply invite them to existing Dashboards.

  1. Sign into your Rilo account and click the profile dropdown menu in the top right corner
  2. Click Organization Settings
  3. In the Organization Settings panel, click the Users tab
  4. Enter the email of anybody you'd like to invite in the Invite User field
  5. Rilo will send an email invite automatically to that user. When they accept, they'll be prompted to create an account if they haven't already and will be able to access your Organization as soon as they're set up.

rilo-organization-invite

Adding a user to a Dashboard

Adding a user to an Organization will allow them to access your account to create Dashboards of their own, but if you'd like to invite them to an existing Dashboard, you can control that for each Dashboard individually.

  1. Navigate to the Dashboard that you'd like to add a user to
  2. Click the purple gear icon on the top right
  3. In the Dashboard settings panel, click the Users tab
  4. Enter the email of anybody you'd like to invite in the Invite User field
  5. Rilo will send an email invite automatically to that user. Once they accept, they'll be able to view and access that dashboard alongside any of their dashboards by clicking the Rilo logo in the top left corner.

rilo-dashboard-invite