What is the purpose of User Management?
User Management lets you add and remove user's access to Elevate as well as decide what kind of access they have. At least one person in each company needs to have full administrative access to the Admin application area. Key use cases are:
- Inviting new users to Elevate
- Managing permissions for Elevate users
How do I add a new user?
Click on the "+" icon to begin creating a new Elevate user. You'll need to enter the person's email address, decide which application areas they should have access to, and select a few more settings.
How do I use the filters on the top?
If you’re working in a large organisation the filters makes it easier to find users. You can filter by "App Access", "Cloud Access", and "Market Access".
How do I edit user permissions?
Click on the pen icon for the user you want to edit (it's at the end of the row).
What are the different sections in the user access dialogue?
Apps: Business, Experience, Integration, Admin, and Email.
Clusters: What clusters the person has access to. These usually are the "development", "staging" and "production" clusters where "production" is the one affecting your customer-facing site.
Markets: Which markets a user can view and edit.
Business: Settings specific to the Business application area. You may, for example, want a user to be able to manage the exposure strategy but not boost and bury.
Experience: Settings specific for the Experience application area. You may want to restrict the locales that a user can manage synonyms for.
Email: Settings specific for the Email application area, which is available for customers using Email Recommendations.
What happens when I add a new user?
Elevate will send an invitation email to the new user. The user needs to verify their account by clicking the link in the email. This link leads to a page where a password can be selected. After selecting a password, the user will be logged into Elevate.
The user did not get the email, what should we do now?
First ask the invitee to check their spam folder, it’s possible the email ended up there. If the email is not found, contact support@voyado.com to help the invitee to get access.
How do I grant locale access to a user?
A user is automatically granted access to all locales connected to a market.
Why is my market not showing up when editing a user?
If two markets have been given different names for the same notification ID in different clusters, only one of those names will appear in the list. Naming consistency is recommended for improved usability. The best solution is to ensure that a particular market notification has the same name in all clusters. In cases where this isn't possible, you can look at the ID next to the name for hints.
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