Adding a User
The Options Overview is where you add users and update user email addresses, passwords, permissions and more. Only Users assigned to an administrative role have access to managing system users. If you are not sure who your Client Administrator is, please contact emfluence support.
To create a new User, go to the Options tab and click System Users.
NOTE: If you need to duplicate a user's permissions for the new user you are creating you can choose to Copy the user rather than create one and assign separate permissions and then follow the steps below.
To create a new user and assign specific permissions, begin by clicking the Create New User button.
A Create User modal will appear. You will need to fill in First Name, Last Name, Username and Email. You will also be prompted to choose which time of user you want to create. Standard (i.e. nonrestricted user), Client Admin, Restricted User, or Notifications-only user (this user will not have access within the platform, but will be able to receive notification emails such as survey responses, landing page conversions, and reports). When you click Send Invitation, the email address in your user's entry will be sent an email with a link to login for the first time and set their password.
After clicking Send User you will be prompted to edit the user, Create another user, or close the modal. Unless you are making a copy of an existing user, and copying over those permissions, we suggest editing the user now and assigning what permissions they will need.
You can edit your own user options by either clicking on the icon next to your login name at the top left of the page, or (if you have admin access) by clicking on the Edit Profile option just below System Users. You can find more about assigning user permissions here.
New users will receive an email invitation in their inbox with a link that will be valid for a single attempt for up to 24hrs. If the invite expires without them logging in to set up their password, you can click the invite icon next to their user to push a new invite to them. Clicking on the link in the email invite will take you to an Accept Invitation page. Your username and email address will be listed on the page. NOTE: Your username is not your email address! And you will be asked to type in a password that is at least 12 characters long, with at least one character that is not a letter. You can optionally also save this as a trusted device (you can learn more about this here). When finished, click Accept Invitation. You may be required to log in to complete the process.
