A Step-by-Step Guide to Managing User Access
Note: Only the account admin (the primary contact) can add or edit users. If you are not listed as the admin on the account, please contact our Support team for assistance with adding new users.
Managing access to your Agency Revolution Social Media account is essential for maintaining the security and efficiency of your operations. This guide will walk you through the process of adding, updating, and removing subusers in your account. Follow these steps to ensure that the right people have the right access.
Adding a New User
To grant someone else access to your Agency Revolution account, follow these steps:
- Access the User Management Page: In your Agency Revolution admin, click on your name in the top right-hand corner, and select "Users" from the dropdown menu.
- Add a New User:
- Click the "Add User" button.
- Fill out the form with the following details:
- Name: Enter the new user's name. This will appear in the top right-hand corner when they log into the admin.
- Email: Provide the email address for notifications, including the invitation to log into the admin.
- Username: Ideally, this should be the same as the email address for easy recall, but it is not mandatory.
- Access: Determine which parts of the admin the user can access. Only the admin can adjust these settings. *Note: Disabling access to "Contacts" will restrict the user from editing or adding new contacts. However, they can still search for and send emails to individuals or groups.
- Notifications: Select "Allow email notifications" to include this user in emails about activities in your AR Social Media account.
- Click the "Add User" button.
- Save and Notify: To save, click the "Save" button located in the top right corner. A confirmation modal will appear, informing you that this action will send an email to the new user. Click "Ok" to proceed. The email will contain a link for the new user to create a password and log into their Social Media account.
Updating Existing User Settings
To update an existing user's details such as email address, username, or permissions:
- Click on the user's name or username.
- Make the necessary changes.
- Click "Save" to apply the updates.
Additional User Management Options
- Set Password: To reset your password, click the "Set Password" button next to your name.
- Remove a User: To remove a user, click the "Remove" button next to the user's name.
- Reinvite a User: To resend an invitation to another user, click the "Reinvite" button. This will trigger an email to that user.
By following these steps, you can efficiently manage user access to your Agency Revolution Social Media account, ensuring that your team has the right permissions to perform their tasks effectively.