How to Add Administrators

Add users with behind-the-scenes access to your BirdEye account by location.

Step #1 - Access the Accounts Page

Log in to your BirdEye account and click on the Account tab on the lefthand side of the main dashboard.

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Step #2 - Click Add User

From the Users tab in the Accounts section, click on the blue “Add User” button on the right side of your screen.

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This will bring you to a page where you can select whether you want to add a single user or multiple users. For now, click the “Add User” button to add a single administrator.

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Step #3 - Enter User Information

From the “Add user and permissions” section, you’ll be able to enter your new user’s basic information including name and email address as mandatory fields.

If you want the user to be able to create their own password, leave the “Send email invite” button on. If you’d like to create the password for them though, turn the button off, and be sure to keep track of what password you choose to give to the new user.

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Step #4 - Select User Locations

This section is only applicable if your company has multiple locations. Choose which locations the new administrator will have access to by checking the box next to each one.

If you select all locations, you will be informed that the new user will have an Enterprise account, simply meaning that they have access to all locations throughout your company.

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Step #5 - Assign Administrator Role

Now in the Roles portion of the “Add user and permissions” section, choose the Administrator option from the drop-down menu, then click the blue “Next” button in the top-right corner.

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Step #6 - Choose Notification Settings

This final page allows you to select this user’s BirdEye notification settings. At first, we recommend that you just click the Save button, as everything is currently in the default setting.

Further customization is always available to the user by accessing their account through the main Accounts tab.

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