Welcome to the go-to guide on your Account Settings! All the following setting options can be reviewed and updated within the platform.
If you've been following the Initial Set Up Path you are now familiar with Searches, User settings, Digest reports and best practice workflows from our tutorials. Continue setting up your platform with the next article featured at the bottom of this page.
To get started, select Account within the lefthand side navigation bar.
This article will go through the following:
This page is specific to your user settings, including the ability to reset your password and update your timezone settings.
Note that you will not be able to reset your own email address while logged into the system. If you'd like to update your email address please reach out to our team via Live Chat within the Help button for assistance.
Within the Profile page, This is pretty straight-forward. Fill out your information (name, email, phone number, time zone, language, etc) and click save!
You can edit/delete existing users from this page, add new users by clicking on the purple FAB button on the bottom right-hand corner of the screen (if you do not see this, check your user settings to make sure you are set up as an administrator), and more. Administrators are able to manage multiple users at once. You are also able to set which searches, dashboards, RSS feeds, and tags are visible to your team. Check out this article if you want to learn more about adding/deleting users on your account.
For further details into the permissions users have based on the 'Administrator' or 'Listener' status, please review this article here.
Click here for an on-screen tutorial on how to connect your channels.
For further details on how to connect your social channels, please review this article here.
For further details on how to connect your Instagram profile to enable Instagram monitoring, please review this article here.
Adding approved senders to your system can be used to save 'from' email addresses for press releases and newsletters.
Check out this product tutorial which will walk you through these steps on your screen!
For further details on saving Approved Senders, please review this article here.
Further Account Questions
Do you have more questions about your Account Settings? Reach out to our team for further details into your specific account set up. Quick ways to reach out include:
- Live Chat with our team via the Help button within the platform
- Email firstname.lastname@example.org
Please see the variety of ways you can reach out for further assistance from our team via this article here.
Initial Set Up Path
Check out the next article in the Initial Set Up Path:
- On-Demand Training Videos
- Get Started with Search
- How To Add/Delete A User?
- How Do I Create or Edit A Digest Report?
- Step by Step Tutorials
- Get Started with Account Settings
- How to Set Up Instagram Monitoring
You can review all articles within the Initial Set Up Path via this link and logging in!
Thank you for reading. If you have any further questions, feel free to reach out to us via Live Chat!