To add new users, click on the corresponding button in the top right corner of the section.
This will open the Adding Users page.
Fields marked with (*) are mandatory.
Attention!
- The owner can assign rights to all companies and available service products.
- The administrator can only provide access to what is available to them personally.
Select the role in the first field:
- Owner.
- Administrator.
- Reputation Manager.
- Observer.
Attention! If you are an administrator, the owner role will not be available to you. The owner role gives the user access to all companies and sections, including the ability to manage other users. More information about the access available to each role can be found here.
The administrator can view users created by other employees with the roles of Administrator or Owner. Such users cannot be edited or deleted.
Next, enter the employee's email address.
If you need to assign the role to multiple users, click on Add Address.
In the displayed field, enter another email address.
If you do not need to add another employee, click on Remove.
Select the sources from which the user will have access to reviews in the Reviews section. After making your selection, click Ok.
Next, select what access the employee will receive. You can grant access to the brand(s), company groups or individual companies. To select brands, click on the field, choose the desired options, and click Ok.
To select groups of companies, click on the field, choose the desired ones, and click Ok. You can find out how to create groups of companies here.
To provide access to individual companies, click on Select companies.
Attention! If you assign the Owner role, the location selection field will be unavailable because such a user must have access to all companies.
In the opened window, select the desired companies from the list and click Finish.
To find the desired company, you can use the search field by name or address, as well as filters by brands and groups.
You can view the already selected companies to understand which locations are still missing. To do this, check the box for Show only selected companies.
If the necessary companies were sorted in the top filter, they can be selected by clicking on Select from common filter. More information about this filter can be found here.
Next, click on Save users.
After that, your colleagues at the specified addresses will receive messages with a registration link.
Until your colleagues click on the links and register in the personal account, the brand name will be displayed in place of their names in the section.
What is displayed in the list of users, you can find out further.