Welcome to your go-to guide on managing the users on your account!
Looking to add or delete a user on your account? Read below to manage or change your user settings:
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How do I add a new User?
Check out this product tutorial which will walk you through these steps on your screen!
- Select Settings
- Select Manage Users
- Click on the Create User button in the top right-hand corner of the page
- Complete the Add User form. For further details of User Roles, check out the bottom of this article.
- Once created, the new user will be sent an email invitation requesting that they set their password. You will have the option to resend the invite if necessary by selecting the checkmark box to the left of the user, and selecting the FWD icon in the right-hand corner.
- Select your time zone during the initial user setup to receive reports during the correct business hours.
- Select Save
Now that you've added a user, check out this product tutorial which will walk you through to add them to the recipient list for your Digest Reports.
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How do I delete a User?
Check out this product tutorial which will walk you through these steps on your screen!
- Go to the Settings Tab
- Select "Manage Users"
- Click on the action bar (three dots) to the right of the user you wish to remove and select "Delete"
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Different types of users: Administrators and Listeners
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Administrators have the ability to create, edit and delete searches and dashboards. They can also update other users settings such as adding users and assigning users to social profiles for Meltwater Engage.
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Listeners can conduct ad-hoc searches but cannot save them. They can also configure their own reports and personalize how they consume content streams in the application.
Only Administrators can change a user type, to do this please follow these steps:
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Visit the Manage Users page
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Select the three-dot dropdown menu on the user in the list, select Edit
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Update the selection under Users Role
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Select save
If the user is currently logged into Meltwater when this change has been made, please ask them to log out and re-enter their credentials to see the changes reflected in their account.
If you would like to add another Approved Sender to your press release distribution options, check out our how-to guide here.
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How to help your New User get started
Now that your New User has been added, they will also be sent an email prompting them to log into the system and set up a password. To help them get started, we'd recommend sharing the Get Started as New User article (link).
We have this article as a go-to guide for new users and includes links to training materials, videos and basic areas of the platform they will want to become familiar with.
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Thank you for reading. If you have any further questions, feel free to reach out to us via Live Chat!
Team Meltwater