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Adding Users

You can add more users to be able to access the Trendemon dashboard.

Users can be set to have different permissions 

  • Admin- Ability to edit settings and configuration and campaigns view data and pull reports

  • Editor - ability to edit campaigns and view data and pull reports 

  • Viewer - Ability to view data and pull reports

Each subscription tier has a limited number of users that is presented on the top of the page.  To add additional users beyond the capacity limit, contact your customer success manager.

KB - user limit

 

To add users

Navigate to Configure > Account Setup > User Management, and click on Create Users:

KB - create user

 

Fill in an email address, user's first and last name, and select the role.

The New users will receive an email with an invitation to access the Trendemon dashboard. on the first Login, the user will be requested to change the password.

 

To change existing user's password  -

Click on the envelop icon to resend invite. The user will receive an invite by email and will have to change the password on login.

KB - user resend

 

To delete a user  

Click on the trash icon to delete a user

KB - user delete

 

To edit user role  

Open the dropdown menu of Roles and update the users' permissions

 

KB - user role