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User Management

How to add or remove users to your Cast It Reach account

Edited

 

 

If you are a Superuser, you will have permissions to manage who has access to your Account and your Campaigns. 

 

To add new users, follow these steps:

 

  1. Navigate to the Campaign list screen by clicking on your Account name at the top left of your screen.

  2. Click on the Users tab.  If you don’t see the users tab you don’t have permissions to add new users. 

  3. Click the + Add User button location top left of the screen.

  4. Add the new user details including name and email address.  

  5. Give the user a Role from the list
    Pay close attention to the Role assigned as this will determine the access permissions of the new user.  If you are unsure which Role to assign, please seek clarification. 

  6. If it has been enabled, you can add Multi-Factor Authentication (MFA). This will enforce the user to use MFA whenever signing in to the platform. There are more details below.

  7. Set a strong password, (this will be changed by the user when they first log in). If you want to email access details to the new user, make sure the “Email new password to user“ checkbox is checked.

  8. Click the Save buttons in each section to save the changes.

 

Access to campaigns

  1. Follow steps 1 & 2 above

  2. Locate the admin user/users you'd like to edit

  3. In the Actions column (last column on right) click the cog icon to edit the user

  4. In the Campaigns drop down list, check / uncheck the campaigns the user should/should not have access to.

  5. Click the Save button to save the changes.

  6. The user will need to sign out/back in to the Platform to see the updated changes

Note: Superusers will be able to add themselves to any campaigns in the Account.

 

Suspend user access

When a user no longer requires access to either a campaign, or the Account, you can update their access. 

 

  1. Follow steps 1 & 2 above

  2. Locate the admin user/users you'd like to Suspend

  3. In the "Actions" column (last column on right) click the cog icon to edit the user

  4. The “Manage User” window will appear.  Update the "Status" of the user to "Suspended".  Doing so will prevent the user from logging in to the platform.

  5. Click the “Save” button to save the changes.