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

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.