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
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.
- 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.
- 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
Delete A Testimonial
Note: Depending on your parent account’s permission settings, you may not have access to this feature. In this case, please contact your account administrator. Step 1: From the Dashboard click Testimonials and then Manage Testimonial Step 2: On the ...
How to Add Locations
As an Admin of an account you can create Locations if you have more than one office location. Step 1: Select Management from the left-hand side Navigation Bar and then Teams Step 2: On the Location page, click Add Location Step 3: Here you will add ...
How to Add Teams
As an Admin of an account you can create Teams so that more than one agent can request and receive survey and testimonial feedback. Step 1: Select Management from the left-hand side Navigation Bar and then Teams Step 2: On the Teams page, click Add ...
Manually add a Testimonial
If you have testimonials you would like to add, you can do so manually. These testimonials could have been received through email, text or perhaps in writing. Here is how you can manually add those testimonials individually. Step 1: From the ...
Send Welcome Email to Users from Dashboard
As the Admin or Manager of a Location(s), you can send a Welcome Email directly from your dashboard, which will include your Users login information. To do this, please follow the steps below: Step 1: Locate the Management - User page from the ...