Add a new user
Expand the User menu, then go to Settings > Account Details > User Accounts.
Select ADD NEW USERS.
Enter the following details for the user you want to create:
Username
Password
First name
Last name
Email address
Select CREATE ACCOUNT.
Edit user details
Expand the User menu, then go to Settings > Account Details > User Accounts.
For the user you want to edit, select USER SETTINGS.
You can:
Change email address
Change name and phone number
Manage the frequency of the scheduled report email, or opt-out altogether.
Change password
To do this, select CHANGE PASSWORD at the bottom of the page.Reset two-factor authentication
This is useful if the user needs to set up authentication on a new device. Learn more in Enable two-factor authentication.
When you've finished making changes, select SAVE.
Disable a user
If you need to revoke access to Fresh Relevance for a user:
Expand the User menu, then go to Settings > Account Details > User Accounts.
For the user you want to edit, select ACCESS PERMISSIONS.
Clear the User is allowed to login checkbox.
Select UPDATE ACCOUNT.
Delete a user
If you need a user profile to be permanently deleted from your account, contact Support.
Set user permissions
To modify a user's permissions:
Expand the User menu, then go to Settings > Account Details > User Accounts.
Select ACCESS PERMISSIONS for the user you want to set permissions for.
Optionally, you can change the user’s email address or completely disable login for the user.Select the checkbox for any permission you want to grant to the user.
Clear a checkbox to remove the permission.If you have multiple accounts, select the Client accounts tab, then select the checkbox for any account you want the user to have access to.
When you've finished making changes, select UPDATE ACCOUNT.
Set and manage folder permissions
Expand the User menu, then go to Settings > Account Details > User Accounts.
In the Folders column, set the overall permission level for the user. Choose from:
Edit
View
None
Each individual folder can have different permissions assigned to users for controlling access to content like SmartBlocks and Slots.
To set individual folder permissions, expand the Folders drop-down menu, and for each folder, set the required permission level:
None: User cannot see the folder or its contents.
View: User can view the folder.
Edit: User can view, rename, move, and delete the folder.
Inherit: User has the same access as the parent folder.
To set complex permission sets which you have previously configured for another user, you can expand the Copy permissions from user drop-down menu and select the user whose permission set you want to duplicate.
To reset folder permissions to default, select RESET.
Permission to view and edit content
Viewing and editing content is restricted for all folders by the account-wide access permissions: Can view content and Can edit content.
To edit content, a user needs both:
Permission to edit the folder.
The Can edit content account-wide permission.
To view content, a user needs both:
Permission to edit or view the folder.
Can view content account-wide permission.