User Roles

To view User Roles:

Log in to your Customer Feedback Centre account.

In the upper right corner, go to User Name > User Management. Then, click the User you wish to view, click Edit Profile.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/suDrEzg8nY/User%20Roles%202.jpg (User Roles 2)

Go to the User Role you wish to customise and click Actions to expand.

You will see what Role this user currently has.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/fngjLUEMGA/User%20Roles%203.jpg (User Roles 3)

To change a User's role, just select from the drop down list.

Click Save Profile Changes

PLEASE NOTE:

To decide which roles is best for your users, see below:

Manager

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/v07grNZH2k/User%20Roles%20Manager%204%20v2.jpg (User Roles Manager 4 v2)

Team

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/jgLju3xMfh/User%20Roles%20Team%205%20%28a%29.jpg (User Roles Team 5 (a))

Contributor

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/pVKNjcyyyX/User%20Roles%20Contributor%206.jpg (User Roles Contributor 6)

Read Only

Question 2

User Management

Accepted Answer

Log in to your Customer Feedback Centre account.

User Management allows you to easily manage all users from a single screen and is available from the user menu and can only be accessed by users who are Managers.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/CUQkggBqB1/User%20Management%201.jpg (User Management 1)

You can add or delete users and select a user to edit via User Management. Search for a specific user by name or filter users by location and role to quickly access the results you need.

Add User
Delete User
Edit User

Add User

To add a user to Customer Feedback Centre, follow these steps:
Log in to your Customer Feedback Centre account.
In the upper right corner, go to User Name > User Management. Then, click the Add User button.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/g8XJV5dt8f/User%20Management%202.jpg (User Management 2)

Enter user details including name and email, select a user role , and assign locations. Click Create New User when finish

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/yb8L8Kt1Ej/User%20Management%203%28a%29.jpg (User Management 3(a))

An account verification email will be sent to the user including an activation link and password.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/dJifZiIQ6r/User%20Management%206.jpg (User Management 6)

Delete User

To delete a user from Customer Feedback Centre, follow these steps:

You must be the Account Manager to delete a user.

Log in to your Customer Feedback Centre account.

In the upper right corner, go to User Name > User Management. Then, select a user(s), click the Delete User button, and click OK to delete user(s).

Edit User

To edit a user in Customer Feedback Centre, follow these steps:

You must be the Account Manager to edit a user.

Log in to your Customer Feedback Centre account.

In the upper right corner, go to User Name > User Management. Find the user you wish to edit then click Actions > Edit Profile.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/CO6A1tEDHk/User%20Management%205.jpg (User Management 5)

Edit general information, user role, and assigned locations as needed and click Save Profile Changes.

For more information on User Roles and Permissions.

User Roles and Permissions

User Management

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