How To Add/Delete A User?

Welcome to your go-to guide on managing the users on your account! 

  If you're following the Initial Set Up Path, you will have reviewed the on-demand training and set up your searches! Continue setting up your platform with the next article featured at the bottom of this page. 

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
• Adding an Approved Sender user
• 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!

1. Go to the Settings Tab
2. Select "Manage Users"
3. 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?

1. Administrators have the ability to create, edit and delete searches and dashboards. 
2. Regular users 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.

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Setting up an Approved Sender User

If the new user will be sending out press releases, they will need to be set up as an Approved Sender.  Check out this product tutorial which will walk you through these steps on your screen, or read below to learn more!

• Select Settings from the left-hand side navigation bar
• Select Approved Senders
• Select the purple New Email Account button in the top right corner (if you do not see this, check your user settings to make sure you are set up as an administrator)
• Complete the sender form with your name, email address and relevant company information
• Select Save
• A pop-up will appear saying Confirmation Email Sent to (Your Email Address here). Note that the email address used as an example in the GIF below is help@meltwater.com
• Within your email inbox, open the email we sent you and click “Confirm Email” to verify ownership of the email address you provided
• Once we have processed the information, you should be ready send emails via Meltwater 

Approved Sender Best Practices

• Use your business email address to ensure that your target audience has context about who’s sending them information. We therefore strongly advise against using a private email domain (e.g. jane.doe@gmail.com) or using a general company email address (e.g. press@companyname.com)

Check out this article for more information on Approved Senders, or for troubleshooting.

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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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  Initial Set Up Path

Now that your user have been updated, check out the next article in the Initial Set Up Path: 

1. On-Demand Training Videos
2. Get Started with Search
3. How To Add/Delete A User?
4. How Do I Create or Edit A Digest Report?
5. Step by Step Tutorials
6. Get Started with Account Settings
7. How to Set Up Instagram Monitoring

You can review all articles within the Initial Set Up Path via this link and logging in! 

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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