Admin Users

  Welcome, Admin User!

This section is meant to provide you in-depth knowledge about your Account Settings. Being an Admin user comes with the responsibility of managing the way data is structured and gathered in your APSIS One account.

To get started, continue reading in this article for more information on User Management or click on a heading on the left side navigation.

 

  Before you begin

The following section is highly dependant on familiarity with Audience. It is directed to Admin Users, who will have the responsibility of making sure that these settings are aligned with their brand as well as their marketing goals and efforts.

We suggest you visit our Audience section if there's anything you're still not familiar with.

If you're not an Admin User, these settings are not available to you. Please refer to Settings for articles about the settings that are available for you.

 


 

User Management

By default, all accounts in APSIS One begin with a maximum of 3 users. These can have different tool and section permissions. This will allow Admin users to keep better control of the people who use the platform, and ultimately of what kind of data the users have access to.

Here in Account Users admin users can add users, edit permissions and delete users.

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Here's some basic information about user management.

Click on an item below to expand:

Inviting a User

How to invite a New User

1. Navigate to your Account Settings by clicking your icon on the Information Centre.

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2. Click Users.

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3. There you'll find a list of all the users of the account. To add one, click Add User.

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4. Enter the new user's Email in the Email field.

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5. Untick All tools and select which tools and sections the user has access to by ticking the boxes. Alternative, allow them access to all tools by leaving the option ticked.

 

6. Once you're done, click Send invite.

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7. Your user will receive an Email looking like this:

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8. All they must do is set a password and proceed to enjoy working with APSIS One. Refer them to our Logging in section for detailed instructions on how to log in.

 

9. After they're all set up, your users will show up on the list.

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Editing User Details & Permissions

How to Edit User Details & Permissions

1. Click on a user, and the Bottom bar will rise from the bottom.

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2. Next, click Edit on the Bottom bar.

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3. Edit the name, Email address and phone number of the user, as well as individual tool permissions by ticking the corresponding boxes.

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4. Done? click Save.

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Removing a User

How to Remove a User

1. Click on a user, and the Bottom bar will rise from the bottom.

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2. Click on Remove User.

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3. Are you sure you want to remove this user? If yes, click Delete. Otherwise, Cancel.

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Guest Users

At the bottom you will see Guest users.

Guest users are users that APSIS has created in your account in order to provide you with personalised support, custom templates, and just about anything you have requested from our services. Read more about APSIS' service offering...

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There might be more than one Support professional or Professional Services consultant with access to your account, but they will be operating only through one user.

Guest users are only in your account temporarily. The user will remain in your account for a period of time, and will eventually leave your account once all your requests have been delivered and/or any existing issues have been solved.

 


 

 

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