To edit a user, click on the corresponding icon in the list in the required field.
If you need to change your access, click on the icon next to your name.
The Edit User page will open.
Fields marked with (*) are mandatory.
Attention!
- The Owner can edit the rights of all employees.
- The Administrator can only change the access of users that they have created themselves.
In the first field, you can change the role to:
- Owner.
- Administrator.
- Reputation Manager.
- Observer.
Attention! If you are an Administrator, the Owner role will not be available! The Owner role gives the user access to all companies and all 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! The email address cannot be changed!
Then you can change the selection of sources from which the user will have access to reviews in the Reviews section. After making your selection, click Ok.
Next, you can change the access to the companies, company groups or brands that the user has. To change the selected brands, click on the field, choose the desired options, and click Ok.
To change the selection of company groups, click on the field, choose the desired options, and click Ok. You can find out how to create groups of companies here.
To change access to companies, click on Select companies.
Attention! When assigning the Owner role, the location selection field will be unavailable, as 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 need to delete a user, click on the corresponding button.
Then click Save.
How to delete a user, you can find out further.