How Do I Set Up A New User?

Create a New User

Here you can see how to set up a new user, if you need to jump to certain sections, please use the right hand side jump links.

Click here to jump straight to custom workflows!

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1.Click on your Username on the top right hand side of the dashboard.

 

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2. From the dropdown menu select Manage Users.

 

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3. Click on the New User button. 

The New User window will be displayed so that you can provide the details for the new user. 

Credentials tab 

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4. Name or Company is the name that will be displayed on their User Account. You’ll also need to provide the email address that will be linked to their account and username which they can use instead of their email address to login.

Please Note:
You cannot use the same email address on more than one account.

5. Permissions Groups are set up in a separate menu from the Users option. With Permissions Groups, you can restrict the features that a user have access to.

Tip:
Check out How Do I Set Up A Group Of Permissions? to add permission groups to your account.

Creating custom workflows

Account Tab

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6. Click on Account from the options to the left to select the type of User Account you want to set up for that user.

Tip:
Check out How Do I Set Up My Team on Sendible? to understand the differences between the profiles.

7. Select the type of User Account you want that user to have.

 

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8. Users can manage other users as well as be managed themselves by other users. Use the Managed By option to select a manager for this user. This will help form a hierarchy of users.  

9. A hierarchy is used to show management of users.

If set to Yes, the user will have access to all users below them in a hierarchy. 

Tip:
Learn more about user hierarchy in the article: How can I set one user to manage another user?

10. Select the accounts you want this user to have access to. This allows the user to be able to view all correspondence on the other accounts selected here.

 

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11. By setting the Profile color, you can differentiate each user by color. Any user who scheduled any posts, will appear by their pre-set color in your Calendar view.  

12. You can set the intervals to Reset Session for the user. You have the options to set this to every 2 days, 7 days, 14 days and 30 days.

Tip:
If you set your "Reset my session every" to "2 days", the cache will reset automatically every 2 days. This is Sendible recommended. 

 

Workflow tab

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13. Select the Workflow option from the list to the left to set up approval settings. 

14. Clicking the Yes option will bring up a list of users to choose from on your Plan. The account chosen will need to approve all of this user's messages before posting.

 

Other Tab

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15. Use the Other menu to add or edit Custom fields.

Tip:
For more information on setting up custom fields, please check this article: How do I set up Custom fields? 

16. Once you’ve provided all the options you want to add for that user account, select the Create User button.

 

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