In this help article, we’ll walk you through how to manage users effectively in BayEngage. You can oversee your users and assign them specific roles based on your preferences, ensuring seamless collaboration and access control within your team.
Steps to manage users at BayEngage:
Step 1: Log in to BayEngage
Step 2: Go to Settings
Step 3: Click on Users from the Settings menu
Step 4: Under the User menu, you will be able to find the existing users
Step 5: Click the ADD button to invite new users into BayEngage.
Step 6: Under the Add User popup, enter the person's email address in the Email ID text box & click on invite.
Step 7: Now, enter the user's first and last name in the given fields, select a role you want to assign, and then click Complete Invitation.
Step 8: After sending the invitation, the user will receive an email that contains the user name & password. With that, the user will be able to access the BayEngage account.
💡Note:
You can only assign two different roles to a user.
The user can be assigned as an Admin or Analyst.
An Admin will have complete access to the BayEngage account, where they can add or remove a user, download reports, and create and edit campaigns.
An Analyst will have limited access, including restricted permissions for user management. They can generate reports, but the report files will be sent to the owner. Additionally, they will not have access to the campaign creation page.
Step 9: Now, you can find the newly created user under the Users Menu.
💡Note: You can also make changes to the existing user by using the More Actions dropdown under the user profile.