Modify, Add, or Delete Users

Modify, Add, or Delete Users

With an Enterprise account, you can manage all users within your organization, including modifying user details, adding new users, and deleting accounts when necessary.

Access the User Administration Page

Step 1:
From the Dashboard, go to Management in the left-hand navigation bar, then select Users.


Step 2:
The User Administration page will open, where you can view all users in your account.

  • Scroll to locate a specific user, or
  • Use the Filters above to search more efficiently


Modify a User

Step 1:
Select the user you want to modify, then click the Edit button.


From this screen, you can also:

  • View the user’s survey data
  • View testimonials
  • Log in as the user
    (Hover over each icon to see its function)

Step 2:
You will be directed to the user’s Account Profile Settings, where you can update their information as needed. Click Save at the bottom of the page when finished



Step 3:
You can also manage user permissions. To do this:

  1. Return to Management > Users
  2. Find the user
  3. Click Manage > Branding/Settings

From here, you can configure permissions such as:

  • Ability to delete testimonials
  • Ability to share on third-party sites
  • Access to additional features

To apply custom settings, make sure to select “Custom Settings Control”, then click Save


You can also view the user’s testimonial collection link and manage sites from this section.

Add a New User

Step 1:
From the Management > Users page, click Add New User.


Step 2:
Enter the following details:

  • Username
  • Password
  • Email address

You may also choose to send the user an email containing their login credentials.



Step 3:
You will be redirected to the Account Profile Settings screen, where you can complete additional user details. Once finished, click Save.



Delete a User

Step 1:
From the Management > Users page, locate the user you want to delete. Click the Delete Icon > Delete User.


Step 2:
A confirmation prompt will appear. Click DELETE to confirm deletion. The user will then be removed from the account.


Notes

  • Permission settings allow granular control per user, especially in enterprise accounts.
  • Use filters to quickly locate users in large organizations.

Disclaimer: The procedures and screenshots provided are for reference only. Actual steps and visuals may differ slightly based on software updates, device configurations, or user settings.


 

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