Adding and Managing Users in Localyser

This article provides a step-by-step guide on adding new users and managing their access to locations in Localyser. These instructions will help you effectively manage user accounts and permissions within the platform.

Adding Users

Accessing User Settings :

To add new users to Localyser, follow these steps:

  • Click on "Settings" in the side menu.
  • Select "Team Access" to proceed.
Adding a User :

To add a user, perform the following actions:

  • Click on the "Add" button.
  • Enter the user's first and last names, along with their email address and phone number..
  • Choose a role for the user from the available options:
  • Manager: All features and company settings except location settings. Can add users.
  • Responder: No access to company settings or user management. Can respond to reviews and view reports.
  • Analyst: No access to company settings, user management, or review responses. Can view reviews and reports.
Assigning Locations

To assign locations to the user, continue with the following steps:

  • Click "Next" to proceed to the location settings.
  • Select the desired locations to which the user should have access.
Social Media Page Access

To grant access to Social Media pages, proceed as follows:

  • Click "Next" to choose the Social Media page(s).
  • Select the page(s) that the user should have access to. This allows them to respond to messages and view page analytics.
Account Confirmation

Once the user's information is saved, an account confirmation email will be sent to them. Instruct the user to follow the email instructions to activate their account.

Changing a User's Access to Locations

Accessing User Settings:

To modify a user's access to locations, follow these steps:

  • Click on "Settings" in the side menu.
  • Select "Team Access" to proceed.
Locating the User

Find the user in the list and click on the pen icon in the same row. This will allow you to edit the user's settings.

Modifying Location Access

To change the user's access to locations, follow these steps:

  1. Click "Next" to proceed to the location settings.
  2. Adjust the locations assigned to the user by adding or removing specific locations as needed.

These instructions should help you successfully add users and manage their access to locations in Localyser