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How To Manage Users

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In this article, we will cover adding a new user to an organization and explaining the fields necessary

AddUser_0_DashView.png

Before beginning, adding a new user is only available for Admin users. If the user is not an Admin user, they may also ask Support for assistance.

For Admin users under the user's organization, they can only create additional user profiles for members in their organization.

 

How to Add a User

  1. To begin, the Admin user must first navigate to their Settings.
  2. After navigating to Settings, the Admin user must next navigate to the Users button under their Organization-level settings.
  3. On the User's page, the user must now click on the green Add user button.
  4. Next, the Add user view prompt will load and users will need to fill out the following fields:
    • Email - User email address is required
    • First name, Last name - User's Personal Information
    • Regions
      • Select specific Regions the user should have access to 
      • Not choosing a specific Region will give the user access to all Regions
    • Limit territory visibility to selected Regions
      • By choosing a Region(s) and clicking on this box, will restrict that user to only see data within the selected region(s).
  5. After adding the user's information, their role must be selected along with permissions.
    • Role - choose a role for the user from the below options
      • Admin - Admins can see all updates and campaigns run by all users in the Updates and Marketing modules. They can add, edit, and delete user accounts. They have full access to each available module, region, and retailer.
      • Operations - Operations users can only see update and campaigns they have run themselves. They may only have access to certain regions, retailers, or modules.
      • Read only - Read only users can see all updates and campaigns but cannot edit any information or run updates or campaigns themselves.
    • Extra permission
      • Can view sales and royalty data - option to turn on this feature for users - please note that this is only available if the provider is giving royalty data to SF. 
  6. After filling out and selecting all necessary fields, click on Save in the bottom of the window.
  7. Next, the page will refresh and take users back to User's Dashboard, where users will see a confirmation that a new user was created.
    AddUser_4_UserSuccess.png
  1.  

Now a new user has been added to the list of Users for the organization and all their information is available whenever an Admin navigates back to Users Dashboard.

AddUser_5_NewUserListed.png

The user should receive a confirmation email to complete setup on their end. Please refer to the following article to walk the new user through their setup.

How to Delete a User

User profiles can be removed for anyone in the same organization, which would erase them from the organization dashboard. Deleting a user terminates their ability to access any of the organization's sensitive information.

Removing a user is available to everyone with an Admin account.  

To delete an existing user, follow these steps:

  1. Click on the ellipsis next to the username.
  2. User will see the below options, and "delete" option is highlighted in Red.
  3. Click on "Delete", a confirmation prompt will appear. Select "Delete" again.
  4. Next, the page will refresh and take the user back to Users Dashboard, where a confirmation message will show that the user was deleted.

How to Edit an Existing User

Admin users can update user's profile information at any time, and change the Region(s), territory access, their role and any extra permissions.

This article will review how to edit an existing user. Follow the below-mentioned steps:

1. To begin, an Admin user must first navigate to their Settings page.

2. Select Organization and then "Users".

3. Click on the ellipsis next to the username.

4. User will see the below options, and Click on "Edit" option.

5. Next, the User's Profile view prompt will load. Under this, Admin users can Edit the below details like "Name", "Regions" and "Providers":

Also, Admin users can Edit or change the "Role" and When finished marking adjustments, click on Save, found towards the bottom of the page.

 

How to Edit module Permissions for a User

Some users can only access certain data in modules, and their filters have limitations in looking up data. This article covers how to turn on or off Module permissions.

To edit an existing user Module permissions, follow these steps.

  1. Click on the ellipsis next to the username and choose Module permissions.
  2. Next, the user Module permission view prompt will load.
    Modules are listed on the top, from left to right. All content types are listed on the left, from top to bottom. In this view, a user can see what modules this user has access to through the following symbols:
    • ModuleP_2_Green.png Yes, user has access
    • ModuleP_3_Red.png No, user doesn't have access
    • ModuleP_4_Grey.png Provider does not have access to data, and the Admin cannot turn on Module.
  3.  Click on Edit
    ModuleP_2_Edit.png
  4. InModule permissions Edit view, the Admin can click or uncheck the columns to select or deselect an entire column. Example showing all the Columns selected:


    The below image is an example showing some columns selected and some are deselected.


    Note: At least one content type and one retailer must have a box checked.