ezRepute allows you to add users to your account effortlessly. This Enterprise-grade 'User Management System' is specially designed to help you add and completely set up a user within the dashboard.
ADDING A SINGLE USER
In a multi-location account, you can add users at two levels - 'Enterprise' and 'Location'
Enterprise users - Users with this access level have access to all the locations within the account. They will also get instant access to all-new locations added to the account in the future.
Location level users - These users have access to one or more locations but not all the locations within the account.
To add users to your ezRepute account, log in to your EzRepute account and click on the 'Account' tab on the left navigation rail. Click on the 'Add user' button under the 'Users' tab.
Now, you will see an option to add either a single user or multiple users. To add a single user click on the 'Add user' button under the 'Add a single user' section.
Add the following information in the assigned fields: First Name, Last Name, Email ID (Required), Mobile Number and click 'Next' button.
By default, the 'Send email invite' toggle button will be switched on.
- If you leave this button ON and save the settings, it will send an email to the new user with login details.
- If you do not wish to send an email invite, you can turn it off and create a password for the new user. You can share the username (Email ID) and password generated by you separately.
On the next page, you need to fill in the 'Location' details. Select the locations you wish to assign the user by checking the corresponding boxes. If you wish to assign all the locations, check the box on the top panel.
When you select all the locations, a notification link shows up on the top panel asking you to select all the locations of the business.
If you select all the locations and click on the 'Next' button, a pop-up appears notifying that the new user will be added as an 'Enterprise' user. Click on the 'Save' button and proceed.
Now, assign a role to the user by clicking the 'Select' drop-down menu and click on the 'Next' button.
Now, select the teams you want to assign the user to. You can add the user to one or more teams.
On the last page, customize the 'Notifications' settings and click on the 'Save' button. NOTE: The settings you define for the user at this stage are the 'Default' settings for the user.
ADDING MULTIPLE USERS
EzRepute gives you the functionality to add users in bulk and define the kind of alerts the user would like to receive for new reviews.
To add multiple users, click on the 'Add user' option under the 'Users' tab using the steps detailed above. You will now see the option to add a single user and as well as multiple users to your ezRepute account. Click on 'Download this template' highlighted in blue under the 'Add multiple users' panel.
A Microsoft Excel document will be downloaded on your computer. Once you open the document, you will be asked to fill in basic information about the new users and define the alert settings for each type of alert possible from EzRepute.
Fields marked with star are mandatory and need to be completed. In case you do not wish to fill in the non-mandatory fields, ezRepute will populate default values (also provided within the Excel sheet). If you wish to add a user to multiple teams, you can add the team names separated by commas under the 'Teams' column. Also, make sure that a user's alert settings are the same for all the locations it is added to.
Once you have set the alert settings and have filled in the user information, you can upload the Excel document to the ezRepute dashboard under the 'Add multiple users' panel.
Once you have uploaded the Excel document, you will receive a notification confirming the upload. An email notification will also be sent to the users added to the ezRepute account with their login details.