Modify, Add, or Delete Users

With an enterprise account, you're able to manage all the users in your account.

 

Step 1: To access your users, from the Dashboard go to Management in the left-hand side Navigation Bar and then Users

Step 2: The User Administration page will open and you will be able to view your users. You can scroll down the page to to find a specific user and or use the the Filters on the right-hand side

Modify a User

Step 1: Select the user you'd like to modify then select the edit button. Note you're also able to view a user's survey data, testimonials and even log in as them from this screen. Hovering over the icons will reveal their function. 

Step 2:  You'll be directed to that user's account profile settings where you can make changes as needed and then click Save at the bottom of the page

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Step 3: You also have the ability to set permissions (able to delete testimonials, able to share on 3rd party sites...etc.) for each user.  

1. To do this return to the Management - Users page. Find the user whose permissions you'd like to modify then select Manage - Branding/Settings. Note that you're also able to view user's testimonial collection link and password here as well.  
   

1. This will allow you to set a number of permissions for just this user.  Ensure that you select "Use Custom Permissions Below" in order to set these permissions as the default for the user.  Then click Save at the bottom of the page.
   

 

 

Add a New User 

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

Step 2: Give the user a username, password, and enter their email address. You can also choose to send the user an email with their login credentials

 

 

Step 3: From the Account Profile Settings screen, you're able to input all pertinent information for your new user.  Make sure to click Save at the bottom of the page when you're finished

 

 

 

Delete a User

Step 1: To completely delete a user from your account, navigate to the Management - Users page.  Find the user you'd like to delete then select Manage - Delete User  

 

 

 

Step 2: Select "OK" to confirm you'd like to delete and the user will be removed 

 

 

 

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