We know that sometimes starting out can be the hardest step so, to make things as smooth as possible when you’re first setting out on your Sendible journey, we wanted to put together all of our information on setting up new users so that you can be on the road to success in less time than it takes to put one foot in front of the other.
Sendible’s social media management software allows you to easily add multiple user accounts with different user permissions as well as the ability to create hierarchies which mirror your organization's structure.
What better place to start than at the beginning? So to add a new user to your account, just select the ‘My Users’ tab and then click ‘New User’:
When you’re setting up a new user, you’ll need to create the login details for them and also choose whether you want them to act as an Administrator, a Team Member or a Client.
The differences between these types of accounts are:
- Administrator accounts have access to all other user accounts and can view all the information on those accounts.
- Team Members can collaborate on tasks and view other team members' posts but will not be able to access other user’s accounts.
- Clients cannot see or access other users and their posts are kept private.
You can also set up hierarchies for users if you want a certain user to be able to manage a set number of accounts and not others.
It doesn’t matter whether the account you want to have manage another user’s account is an Administrator account, a Team Member account or a Client account.
You can set up user hierarchies either when you’re creating a new user that you want to be managed by an account you’ve already set up OR by editing the user whose account you want to have one particular user manage. You can select this in the ‘My Users’ tab, editing the user and setting the "Belongs To" option to the name of the person you want to have manage the user you’re creating or the user you’ve already created.
For example, let's say you have Client A and they need to be able to manage User 1 and User 2 and also be able to toggle between their accounts without having admin rights.
You would set this up as follows:
1. Create a new user (Client A) by clicking "New User" within the "My Users" tab and set the "Belongs To" field to be your company name (the highest level in the hierarchy). Leave the administrator option unchecked.
2. Create a new user (User 1) and set the "Belongs To" field to be Client A.
3. Create a new user (User 2) and set the "Belongs To" field to be Client A.
Now, when Client A logs into Sendible, he'll only see User 1 and User 2 within his "My Users" tab and will be able to manage/toggle between them. User 1 and User 2 cannot access each others information, but Client A can access both User 1 and User 2.
You can also set users up so that, before they send out a post, their post has to be approved by another user on your account such as an Administrator or a Client. For more information on this, please see the following page: http://sendible.com/insights/how-users-can-approve-content-before-it-gets-published-with-sendible/
In addition, you can switch between viewing just certain types of users on your account in this view:
As well as this, you can Edit and Delete users from here once you’ve set them up. It’s good to note however, that if a user is set up to manage another user, you’ll need to Edit the user they’re managing so that the account you want to delete is no longer set up to manage them. Once you’ve done this, you’ll be able to delete the account.
It’s also really easy to share services with other users directly from your ‘My Users’ area, please see the following page for further information on this: http://sendible.com/insights/how-to-share-services-to-other-team-members/
Users will also be able to update their own account details once they’ve been set up by selecting the ‘My Profile’ tab:
You can add a particular Company name for each user, add an image, change their time settings, etc. from this view. Just remember to save the settings once you’ve added or changed this information:
Now that you’ve set up your accounts, you’re free to explore the rest of the ways Sendible can help you on the road to success, though if you ever need a guide, we’re only ever a couple keystrokes away.