Users
Add your team, assign roles, and control who sees what
- You need admin access to do this. About roles
Every person who needs access to your feedback data gets a user account. You control what they see, what they can change, and which alerts they receive.
Always have at least two admins. It keeps your account accessible if someone is out — and makes onboarding new team members smoother.
Head to Admin > Users in the sidebar. You'll see a list of all users with their name, email, and status.
Add a User
Click the + button to open the user wizard. It has four tabs.
Step 1 -- Details
- Enter the user's Email.
- Enter their First name and Last name.
- Choose a Timezone.
- Choose a Language for the interface.
Step 2 -- Permissions
This is where you decide what the user can access. Each permission links a role to a specific Folder, Location, or Website in your organization tree.
- Click Add permission.
- Select a Folder, Location, or Website from the organization tree.
- Choose a role: Admin or Standard (see below).
- Repeat to give the user access to additional parts of the tree.
A user can hold different roles in different parts of the tree -- for example, Admin on one Location and Standard on another.
You can also manage permissions from the other direction: open a Folder, Location, or Website for editing, go to the Permissions step, and add users there.
Step 3 -- Scheduled reports
Set up automatic email reports for this user. See Get Automatic Email Reports for all options.
Step 4 -- Notifications
Subscribe this user to existing notifications by toggling the email and inbox checkboxes. See Choose What You Get Notified About for details, or Set Up Notifications for how to create new notification rules from your own Account.
Click Save when you are done. The user receives an invitation email to activate their account.
Roles
| Role | What they can do |
|---|---|
| Admin | Full access to the assigned Folder, Location, or Website and everything below it -- manage touchpoints, streams, users, and results. |
| Standard | View results and dashboards for the assigned Folder, Location, or Website. Cannot change settings or manage other users. |
A permission set on a Folder applies to all Locations and Websites inside it. To give someone access to your entire organization, assign a role at the top-level folder.
Good to Know
Click a user in the list to open the details panel. Click the pencil icon to edit. The same four-tab wizard opens. The email field cannot be changed after creation.
You cannot edit your own permissions -- the Permissions tab is read-only when you are editing yourself. Ask another Admin to change your role.
Click a user in the list, then click the delete icon. A confirmation dialog appears before the user is removed.
A new user shows status Invitation email sent until they accept. Click Resend activation email in the details panel if the original was lost.
A user can only have one role per Folder, Location, or Website. If you assign a role at a Folder, the user does not need separate permissions for the Locations inside it.
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