Add Users / Manage User Roles
As an Administrator of your Seatrobot account, you can add users to your account and give them different roles. The roles you assign them determine what access they have to your account and what tasks they can perform.
To add users to your account, you must be the Primary Contact, or have been added as an Administrator.
Click on the Cogs icon ( ) in the dark purple navbar to access your account admin section. Then click on 'Manage Users'.
On this page you can view your team, edit their details and assign their role, delete users and add new users to your account.
Note: your account will have a maximum number of users, based on your subscription. If you need to increase your user limit you can do so by attempting to add a new user and Seatrobot will prompt you to purchase a new user subscription.
To add a new user, click the 'Add New User To Your Organization' button.
First, enter the email of the individual you wish to add, and click 'Check Email' to make sure the email is not already in use or deleted.
Then, select the preferred User Role for the new user and add their personal details. There are three roles:
User Roles
Administrators
Admin access: Administrators can access all admin features (all pages accessible via the cogs icon in the purple navbar), including managing organization settings, adding / deleting users, editing default email templates, monitoring account usage.
Contacts access: Administrators can access the account Contacts section, add / delete contacts, create Tags and Contact Lists, manage email settings.
Create New Events: Administrators can create new events and set themselves and others as Event Managers. All events are available for viewing to all Administrators.
Team Members
No admin access
Contacts access: Team Members can access the account Contacts section, add / delete contacts, create Tags and Contact Lists, manage email settings.
Create New Events: Team Members can create new events and set themselves and others as Event Managers. All events are available for viewing to all Team Members.
Viewer Access
No admin access
No Contacts access
Cannot create new events
Can access, manage and view any event they have been specifically set to access. To specify which events Viewers have access to, follow the steps below:
Assigning A Viewer Access To An Event
When logging in, a Viewer’s Dashboard will only display events they have been allowed to access. This permission is set using Custom Filters. Simply, you assign one or more of your Custom Filters to a Viewer’s user account. Then, when they log in, they can only see the events which have also been assigned that Filter.
To assign a Filter to a Viewer’s account, in Manage Users, click the Filter Slider icon on the Viewer’s row:
This will open the Custom Filters box, containing all the Custom Filters you have created:
Check any Filters you wish to be assigned to the Viewer and Save.
Now, when the Viewer logs in, their Dashboard will only display events which have been assigned the Filters you selected.