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:
- How do I add a User
- How do I delete a User
- What are the different types of users
- How to help your New User get Started
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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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What are the different types of Users in my account?
- Administrators have the ability to create, edit and delete searches and dashboards.
- 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.
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 following details:
1. Learn the system with in-app Tutorials
These are available within the Help button in the top right of the platform and will walk you through steps of using all the areas within your system's set up. You can also track your learning progress to ensure you've covered all you'll need to become a Meltwater Master!
2. Set up Notifications
Whether you want to stay connected to the news via your email inbox or on the go via your mobile, setting up notifications from the start can ensure you don't miss new content.
Learn more about setting up email notifications via this Help Center article.
Learn more about setting up push notifications on your mobile via this Help Center article.
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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