First things first: there are two kinds of users on the SimpleReach app: members and managers. In Site Dashboards, both members and managers can see all available data. Only managers can (1) add/remove members and other managers and (2) create Campaign Dashboards.
ADDING AND REMOVING USERS: SITE DASHBOARDS
On the SimpleReach home page, click on 'Select a site' in the upper left-hand corner to access a list of all your Dashboards. Click the gear icon next to the Site Dashboard you need. Or, if you’re already on the Dashboard page, click the gear in the upper left-hand corner.
This will take you to the People page. Click the 'Invite members' button and enter the email address/es of the folks you want to add. When a user is added to a Board for the first time (regardless of whether they already have a SimpleReach login), they will receive an email letting them know they have been added to the board. If the user doesn’t already have a SimpleReach login, the email will contain a link to set their SimpleReach password and log in, as well as set their preferred time zone, whether that's their own, or a different time zone in which they need to be reviewing data.
By default, all users added to a board are invited as members. If the people you invite say they haven't received their invitation, make sure they check their spam folder!
By clicking 'Edit' next to a name on the People page, you can also do these important things:
- Resend their invitation if it got lost in their inbox or if they’re lazy. If a clock icon appears next to their name, it means that the invitation is still pending
- Change board access by choosing “manage access” (more on this below)
- Remove the user
- Create managers by choosing “make manager”
- Remove manager access by choosing “make member”
ADDING AND REMOVING USERS: CAMPAIGN DASHBOARDS
If you want to manage the users on a Campaign Dashboard and you are a manager on that Dashboard,, click the gear icon in the upper left-hand corner to go to the People page. This page largely follows the same structure as the Site Dashboard, covered above. Click the 'Invite members' button and enter the email address/es of the folks you want to add, just like above for the Site Dashboard additions.
You'll also see the option to invite people from your organization. Check the 'Select all' box and add everyone who has access to your Site Dashboard to this campaign. We won't send them a notification email unless you also check the 'Notify by email' box right next to it. These new members will all have member-level access.
MANAGING USER ACCESS
To manage the settings of an individual user that already has a SimpleReach login, access their user detail page by either choosing 'Manage access' from under the gear icon next to their name, or just click on their name on the People page. Here, you’ll see which Dashboards they have access to as well as a list of every Dashboard you are able to give them access to.
You can click the 'Select all' box to do just that, or select individual Dashboards. By default, these invitations will not prompt an email, so check off 'Notify by email' if you want one sent. Scroll to the bottom and select either the “Invite as Member” or “Invite as Manager” button to grant the access.
From this window, you can also remove a user’s access to campaigns.