Trying to create or update a user in the dashboard? Find a step by step guide in this article.
Users
The value to be gained from your customer feedback is maximised when engagement and visibility are promoted throughout your organisation. Users are the individual people within your company who have unique logins for Customer Radar.
Users are managed by the Admin and Manager users for your company, only these user types have permission to create, update and delete other users for your business. To understand user types more, try this article: What are User Types?
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How do I create a new user?
Note that a user can only create other users of the same or a lower user type. To understand user types more, try this article: What are User Types?
1. Navigate to the dropdown user menu, this can be found in the top right hand corner next to your name. Click 'Users'.
2. Search the new user's email address in the search bar, just to make sure they are not already in the system.
Once you have checked that, click 'Add User'.
3. In the first half of the New User Form, fill in the user details.
If you enter a password you will have to let the user know what it is. If you don't enter a password, the user will be sent an email to create one.
4. In the Access level section, select the company that the new user needs access to from the left menu, then use the single arrow to move the company across to the right menu.
If the new user requires 'Client' level access, this is all you need to do.
The 'Client' level has access to an entire company, including all of the different users and location/stores.
If the user should only have 'Location' level access, select 'Location' from the access level dropdown menu. Then use the single arrow to move the appropriate locations from the left menu across to the right menu.
The 'Location' level has access to one or more locations, only including the users and feedback for those locations/stores.
To understand locations more, try this article: What are programmes, locations and sub-measures?
5. Select the appropriate user type for the new user from the dropdown menu.
To find out more about user types and permissions, try this article: What are User Types?
In the three bottom sections, there are some user permissions that can be manually changed if needed, in most cases these can be left as they are after the user type has been selected.
Click 'Add' to create the new user.
Click 'Cancel' to return to the previous screen without saving the new user.
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How do I update a user?
Note that a user can only make updates to other users of the same or a lower user type. To understand user types more, try this article: What are User Types?
1. Navigate to the dropdown user menu, this can be found in the top right hand corner next to your name. Click 'Users'.
2. Search the user's email address in the search bar. You can click the green edit button on the right or click the user's email address in blue and then click 'Edit User' in the next screen.
3. Update the necessary fields as shown in the instructions above to create a user.
Click 'Save' to save the updates.
Click 'Cancel' to return to the previous screen without saving your changes.
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