This article will take you through the steps of how to add a new user to your account on the SocialLadder portal. By adding new users, you can give multiple people on your team access to several features on SocialLadder including challenge creation, reporting, feeds, notifications, and more. This feature is great when you have multiple people on your team using SocialLadder for different purposes.
Adding New Users
From your homescreen on the portal, click on the “Settings” tab then click on “Manage Accounts.”
Once in “Manage Accounts,” click on “NEW.” A message will pop out with fields for you to fill in for the user you’d like to add. Enter in the display name, or full name of the user, as well as the user’s email address. Make sure you select the “User” option for each user you add to the portal. After filling in all of the information, click on “SEND INVITATION.” This will send an email to the new user to confirm and set up their account. Now it’s time to select the correct permissions for this new user.
Now that you have sent an invitation to a new user to join, you want to make sure they have the correct permissions set. Please reach out to your dedicated Customer Support Specialist or our support team at firstname.lastname@example.org for more information on which specific permissions your different users should have access to. Once this has been determined, in
“Manage Accounts,” click on the “eyeball” or “Permissions” icon next under the “Actions” for your new user. A box will pop out with all of the program specific permissions. Open the drop down menus in each category and select all of the correct permissions for your new user. Click “DONE” when you’re finished.
So what does the new user have to do to log in?
After you sent the invitation to the new user to confirm and set up their account, they received an email from SocialLadder with further details. In the email received, the new user will click on “Let’s get started.”