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How to Add Multiple Users

In this article we will provide a step by step guide on how to add multiple users to your account.

Erika Lehmann avatar
Written by Erika Lehmann
Updated over 3 weeks ago

Prerequisites:
1. Have an active Vidalytics account with a Premium or Enterprise plan.

You can add multiple users to your Vidalytics account very easily. Please see below for more details!

1. Go to Account Settings: Once you log-in to your account you'll see your main menu to your left. Scroll down on this left-side menu to locate your "Account Settings", and click on the icon to access.

2. Open the Users tab: On the top menu you'll find the "Users" tab, click to open and access this option.

3. Create new User: Once you've opened the User Tab you'll see a list of all the users on this account. To create a new User simply click on "+ New User" button. This will open the pop-up to add the user.

4. Add information and set the Permissions: Input the name, last name and email address for the user.

Note: Once the user has been added they would receive an email with instructions to complete the set-up process. Make sure to use the correct email address and have them look our for this email on their spam or junk folders.

Also really important you need to know exactly the level of permissions you wish to give this new user. Once you have set the permissions click on "Save" This will trigger the email to be sent.

The permissions you can grant are:

  • Create Conversions

  • Add/Edit Payment Settings

  • Child account managing

  • Use Integrations

  • Add IP Filters

  • View Video Settings

  • Add Domain Whitelisting

  • Edit Video Settings

  • Upload

  • View Video Stats

  • Delete Videos

Note: You have the ability to set different permissions based on the level of access you want to give to each of those users according to their responsibilities inside your team. πŸ™Œ

πŸ’‘ Tips: You also have the ability to delete a user. To do so simply click the delete
button to the right of the user and confirm your choice.



For additional questions, feedback or assistance please feel free to reach out directly to support at [email protected]. 😊
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