User Management

Learn about managing users in your Agency Revolution workspace.

Our User Management page allows you to enable or disable workspace users easily, assign appropriate roles to existing users, or add new users. If you're looking for Forge-specific user roles, please review this Help Center article.

Accessing User Management

To navigate to the Manage Users page:

1. Click on the gear icon located in the top right corner of your dashboard and click "All Settings":

   

2. In the settings menu located on the left side of your screen, navigate to "Users":

   

Here you can:

• Add a New User

• Manage User Roles

• Restrict Login Access

• Disable or Delete a User

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Add a New User

To add a new user to your account:

1. On the Manage Users page, click the "+" person icon on the right:

   

2. You will then be prompted to add the information of the user you would like to add to your account:

   

   1. Account Role: Agent or Manager. To learn more about account roles, click here.

   2. Allow this user to login toggle: Toggle this option on if you’d like this user to have a Fuse login. You can keep this toggled off if you’d like to restrict login access for this user.

3. The user will then receive an email to confirm their registration.

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Manage User Roles

To manage your user roles:

1. Select the user from the user list by clicking on their name.

   

2. In the User modal, click the Account Role drop-down menu to update the user role:

   

   • Agents* have a modified dashboard view which gives them access to: Dashboard, Survey & Feedback, Outbox, Texting, and the Fuse Form Center.

     In addition to modified access for Agent users, the Dashboard, Survey & Feedback, Form Center, and Outbox sections of Fuse are filtered so that Agents can only see their data. This maintains privacy amongst Agent users but, more importantly, presents an Agent’s specific items that need attention.

     Within the Fuse Form Center, Agents will not be able to do the following:

     • Access, edit, or create campaigns and sequences.
     • Edit forms in any way.
     • Export form entries.
     • View the “Embed” option that is visible to Manager-level users.
     • View the “Publish” button that is visible to Managers.
     • View the “Create a Form” button that is visible to managers.
     Managers have the ability to access settings, change campaigns, and create segments. Managers have access to the Pipeline Reporting feature. Additionally, Managers can add users and modify user personas. Managers also have access to the Agency Revolution billing portal.

Restrict Login Access

Do you want to send emails on behalf of an employee but not allow them to log into Fuse? When adding the user, ensure that the "Allow this user to login" is toggled off:

If the user has already been added, you can disable them, and they won't be able to log in. See the instructions below for disabling users.

Disable or Delete a User

To disable or delete a user:

1. Select the user from the user list.

2. Click "Option,” and select either:

   1. Disable User: Remove login access.

   2. Delete User: Remove the user completely from your account.