To create a user, click the Add users button. To edit a user, click the edit icon in the users list.
The Add/Edit user page will open.
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. If you are an Administrator, the Owner role will not be available to you.
- Administrator.
- Reputation Manager.
- Observer.
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.
Attention! If you need to add a custom role with specific access permissions, please contact the BrandWizard manager. Once the role is created, it will be available in the selection list.
Next, enter the employee's email address. If you need to assign the role to multiple users, click on Add Address.
Attention! On the Edit user page, you cannot add or change the email address!
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.
If you were creating a new user, after filling in all the fields, 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.
If you were editing a user, click on Save. To delete a user if necessary, click on the Delete button.
You can find out about the Account Settings page further.