How Can I Add or Remove Users From My Forge Website?
Learn the best way to request new users, or the removal of users, on your Forge website.
There are two types of user roles available with your Forge website: Forge Standard Users and Forge Limited Users. Below, please find a breakdown of their differences.
Before you request an update to your Forge users, we encourage you to review the user types in detail to ensure you're requesting the right roles for your team.
Forge Standard Users have access to about 95% of the website to make basic edits and additions, such as adding and making changes to team members, blog posts, and office locations. Forge Standard Users are also able to export form entries from the "Engagement Tools" portion of the Website dropdown in the sidebar. By default, new users will have Standard Access.
These users can also access tools and features such as Clickable Coverage®, Video Proposals, Hello Producer, Power Panels, Client Service Center, Live Chat, and Notification Bars. Remember that access to Hello Producer and Video Proposals is restricted to Forge Premium subscription plans. Learn more about Forge subscription tiers here.
Forge Limited Users only have access to share Clickable Coverage® graphics from the website and to record and manage their own Video Proposals if they are on a Forge Premium plan. In some instances, Limited Users may be granted access to other areas of the website at the discretion of the main point of contact on the account, and any Standard User can manage this access.
These Forge user roles are separate from the user roles found within the "All Settings" of your Agency Revolution workspace. There are two workspace user roles available: Agent and Manager. To learn more about those workspace-level user roles, check out this article.
How can I request new users be added to my Forge website?
To add new users to your Forge website, please email our team the following information. We need all of these details to ensure their user profile is configured properly!
- Full Name.
- Agency Email.
- Forge User Level.
How can I request a user be removed from my Forge website?
If you want a user removed from your Forge website, please send our team an email letting us know which user should be deleted. When deleting users from Forge, all content attributed to that user will have to be attributed to another user on the website.
As a reminder, the Forge users on your site are different from the team members displayed on your website. If you're removing a team member from the team member page, please make sure to let our team know if their Forge user should also be removed!
💡 Important Note: By default, we assign all of the removed user's content to the agency profile on the website. If you have a different preference for the assigned user, please let us know in your email request.