Adding and Managing Users in Dashboard

Adding a New User

1. Log in to your Online Dashboard.

2. Select the Settings dropdown and click Users.

3. Click Invite New User.

4. Enter the user's email address and assign a User Role (see the roles table below).

5. Assign the specific Venues the user should have access to.

6. Click Send Invitation.

The new user will receive an email with a link to set up their password and log in.

Understanding User Roles

There are 3 types of users. Ensure you select the correct type based on what the new user needs to have access to. 

Owner

• Add, remove, and edit users for all venues.
• Manage and add promotions for all venues.
• View reports and change channels for all venues.
• View and edit billing for all venues.

Manager

• Add or remove new users to their specific venue(s).
• Manage and add promotions for their venues.
• View reports and change channels in their venues.

Member

• Add new users to their specific venue(s).
• Manage and add promotions for their venues.
• View reports and change channels in their venues.

Editing or Deactivating Users

As your team changes, you can update permissions at any time:

• To Edit: Click on a user’s name and select Edit to add or remove their assigned locations.

• To Deactivate: If an employee is no longer with your organization, select Deactivate. This immediately revokes their access to the Dashboard.