Profiles group campaigns and calls to a specific part of your business, and limit what users invited to them can see and edit.Profiles are an account type in Invoca that groups campaigns and calls to a particular part of your business. Users invited to your network as part of a Profile are limited to viewing and editing campaigns created within that profile. Each new Invoca account is created with a single profile by default, and most organizations only need one. You might want additional profiles if other organizations are involved in your marketing efforts, such as affiliate marketers — in affiliate marketing, a Profile is often called the “Advertiser.”
Creating a new profile
- Log in to your Invoca account. In the sidebar menu, click Profiles, then Manage Profile.
- Click + New Profile.
- Enter a name in the Profile Name field.
- All other fields are optional and can document additional information about the Profile account. Click Create when you’re finished.