The Users option allows administrators to add new users, edit existing users, add users to groups, and more. To manage users and groups, navigate to Platform Configuration > Users.
This page is organized in a tabular format in which Groups are listed first, then Users of the respective groups, and followed by the user information. This page allows for the creation of new groups and new users, as well as edit existing ones.
Create New Users
To create new users, navigate to Platform Configuration > Users > Select the "+" located at the top of the User column. This procedure allows for the adding of new users, set user roles, assign configuration bundles and define certain user parameters.
|First Name||Enter the first name of the user.|
|Last Name||Enter the last name of the user.|
|Enter the email address of the user.|
Select the default language.
Select the role to assign the user. There are three options for assigning roles to users.
|Groups||Add the user to one or more groups. Start typing the group name in the Add Groups field, and select the checkbox of the required groups.|
A user may also be deemed a group administrator by clicking the checkbox labeled "Administrator." For a comprehensive list of privileges and access this checkbox grants, see the Administrator Checkbox article.
Choose the status of the user. There are three options for assigning statuses to users.
|Send Invitation Email||Choose if the newly created user should receive an invitation email. To learn more on configuring the invitation email template, go to Email|
|Configuration Bundle||Choose the configuration bundle for the user. To learn more on creating a configuration bundle, go to Creating a configuration bundle.|
|Allow Content Bundle Promoting||Select the checkbox to allow the user to promote a story/content bundle. When user chooses to promote the story, a device notification is sent to all the users who are subscribed to the story.|
|Enable Advanced Reporting||Select the checkbox to allow the user to create and view advanced reports.|
|Enable Marketing Dashboard||Select the checkbox to allow the user to view the marketing dashboard in the reports section.|
|Enable Sale Dashboard||Select the checkbox to allow the user to view the sales dashboard in the reports section.|
|Enable Personal Reports||Select the checkbox to allow the user to create and view personal reports.|
|Send Digest Emails||Select to send digest emails to the user. To learn more on configuring the digest email template, go to Email|
|Timezone||Select the timezone of the user.|
|Platform||Choose the platforms on which the user can access the Bigtincan Hub.|
|Job Title||Enter the user's job title.|
|Password||Enter the login password.|
|Confirm Password||Re-enter the login password.|