Add additional users

Add additional account administrators for managing people data and scheduling surveys

Lauren Rolfe avatar
Written by Lauren Rolfe
Updated over a week ago

The user area is where you manage those who can have access to your WeThrive account. There are three different user types:

  • Organisation - this is the top level user. Someone with organisation access can manage your account settings, add/manage users, add/manage people, schedule surveys and view reports and analysis for all surveys.

  • Account - this is for operational users. These users cannot manage account settings or add/manage other users. They can add/manage people, schedule surveys and view reports and analysis for all surveys.

  • Reporting - this is typically for line manager access. These users can only view survey reports and analysis, and only for specific surveys an organisation or account user has shared with them.

Add users

  1. Click on the People menu.

  2. Click on the Users tab.

  3. Click the 'Invite Users' button.

  4. In the appropriate text area for your user (Organisation, Account Reporting), type their first name, last name and email address, separated by a comma.i.e. fred, bloggs, fred.bloggs@yourcompany.com

  5. Press enter, and repeat for each person.

  6. When you are finished click the 'Add' button.

  7. You will be returned to the user table and see your entries listed in the table. 

  8. The invited user will receive an email to the inbox inviting them to activate their account. Please note unactivated invites will expire within 7 days.

Restricting access to survey comments

If you are creating a reporting user who you do not wish to have access to the survey comments (left by people during the survey process), follow the steps below.

  1. Complete steps 1 to 7 in Add users (above).

  2. In the Users table, click the row where this person is listed.

  3. Deselect the check box 'Can view report comments?'.

  4. Click the 'Save' button.

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