Sometimes you may want to add new users so that you can have more eyes on your reviews. Fortunately, we've made it incredibly easy to do so!
Follow the below steps to add a new User.
1. Find 'Settings" in the lower left corner of the platform. Next, click the "Users" section.
2. Click "Add New User." Enter the user’s full name, email address, and company (optional). Set their permissions by assigning them a User Role (more details here). Click “Save & Continue.”
Note: The email address you enter will be their login and where they’ll receive new review alerts for the locations you’ll assign them (if their account is set to receive notifications).
You should also know that an Admin can create users and assign permission for any location, while a manager can create users only for the locations they have access to.
3. Assign the locations and/or groups this user should have access to. Click “Next.”
Note: If you selected "ADMIN" as their User Role, they will automatically be assigned to all locations in your account and you will skip this step.
4. Set up their email alerts by deciding which reviews need to land in their inbox, and how often. Click "Complete Profile" to finish! The new user will get an email with a link to create their password and log in.
Note: Most ReviewTrackers users prefer to set up Immediate alerts for negative reviews and a Daily alert for positive reviews.
If you need any additional help, please feel free to reach out to us at firstname.lastname@example.org!