My RequestsFollow these steps to add new users to your organization’s Userlytics account and assign the appropriate role permissions. Let’s get started!
1. Log into your Userlytics dashboard. In the upper right corner, click your account initials to open the dropdown menu
From the dropdown menu, select Company Settings.
Within Company Settings, click Members in the left-hand navigation menu.
Here you will see a list of existing team members (if there are any at this point) and their “Roles” within the account. Head over to the right hand-side of the screen and click on the blue Add Member button to begin adding members.
A pop-up window titled Add Members will appear.
Type in the team member’s email address into the field labeled “Invite member by email…” assign a role to them from the following list:
- Admin Visible – Admin privileges, visible to all project members.
- Admin Invisible – Admin privileges, hidden from project member listings.
- Creator – Can create, edit, and view their own studies and any they are invited to. Full credit access.
- Viewer – Can view public projects and invited private projects.
You can enter multiple email addresses by simply clicking on “Add” and repeating the process as shown below. Once you’re done, hit “Save”.
After saving, the new team member will appear in your Members list.
To edit or delete Members from the account, head over to the three-dot menu next to a team member and click on it.
Choose to either remove their role or delete them altogether.
You can also use the toggle button to make a team member appear visible or not.
A confirmation message will appear when changes are saved successfully.
That’s it! Once you invite members, they will receive an invitation email and gain access according to the role you assigned.