Users List

Users List lists all of your current active users. You can set user roles here, delete members and do other actions like search.

Requires HappySignals Analytics Administrator level role.

Set User Role

User roles control access to administrative settings, authorize a user to set milestones and create Shortcuts in the reporting view of the HappySignals platform.

  Observer Member Administrator
Access to all Administrative Settings No No Yes
Access to HappySignals platform Yes Yes Yes
Can create milestones No Yes Yes
Can create private Shortcuts Yes Yes Yes
Can create public Shortcuts No Yes Yes
Can tag Feedback No Yes Yes
Can create custom tags No No Yes

To set a members role do the following:

1) Navigate to the Users List

2) Find the member you want to modify by entering the users email or name into the search box.

The member is highlighted and you can set the role to any of the above mentioned by clicking on the dropdown menu in the "Role" column. Note that you can also click on "Show filters" to see other search options.

Selecting a role is automatically saved once you select one.

Remove Membership

Find the user whose membership you want to delete by searching as you did in the set user role functionality. Once you find the member, do the following:

1) Select the three dots on the rightmost column in the member list

2) Select "Remove user"

3) Confirm

Note: Removing a user membership does not delete the user but all access to the customer instance in question is removed. If the user is to be allowed to enter the customers instance a new membership invitation must be sent!

Download User Data

You can download data by pressing the "Download" button. The download respects your selected filters.

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