One of the first things you want to do, after adding your locations to your Elevate Marketing account, is to add users. Having multiple users added to your account will help you divvy up marketing responsibilities and better track reporting and usage.
There are several user roles available within Elevate Marketing, including Account Owner, Account Admin, Location Admin & Location User.
In short, here's how user roles breakdown:
Account Owner: Can schedule campaigns, make outbound calls, view reporting and edit information for all users & locations (can only be 1 per account)
Account Admin: Can schedule campaigns, make outbound calls, view reporting and edit information for all locations. Can edit user information for all users except other Account Admins and the Account Owner.
Location Admin: Can schedule campaigns, make outbound calls, view reporting and edit information for the locations they are assigned to. Can edit user information for Location Users in their assigned locations. (Can be assigned to 1 or multiple locations.)
Location Users: Can view store information, scheduled promotions, and make calls for the locations assigned to them. Location Users can be assigned to one or multiple locations by any type of admin. They cannot add or edit any other user. An example of someone who should be a Location User is a Sales Representative.
For more detailed info on user roles, click here.
Now that you have determined everyone's role, let's add a new user:
(Please note that you must have an admin role to add a user)
STEP 1: From your Elevate Marketing Dashboard, Click Manage > Users
STEP 2: Click ADD USER
STEP 3: Fill out the new user's information and select their User Role. Please note that you may be presented with different user role options based on your user role.
STEP 4: Select which locations this user will be assigned to. You may select as many locations as you would like.
STEP 5: Click ADD USER and the new user will be added to your list of users.
STEP 6: Before the user can sign in to their new account, they must verify their email address and set their password. An email will be sent to the email address used to create the user account.
STEP 7: The user will click the "verify" link, enter the verification code when the page pops up and click VERIFY.
STEP 8: The user will then set their password and click CHANGE PASSWORD. At this point their account is set and they are able to sign in.
Note: If you need to restore a previously deleted user, head over to the same page where you add users. On the page, you will see a deleted section and a list of users deleted from locations you have access to view. Find the name you are looking for and to the far right look for an arrow icon. Once clicked, that user will be restored to the role and locations that they were previously assigned.
If you need help adding users to your account or determining user roles, give us a call at 877-839-8777.