Add and Manage Business Users
Now it's time to add users for the business.
Step 1: To start adding users to the business, click on ‘Users’ in the left navigation panel.
Step 2: To add a single user, click on ‘Add User’ at the top right of the User section.
Step 3: Fill in the user details.
| Field | Description |
|---|---|
| User Name (required) | The user's email address, used as their unique login ID for platform access. |
| First Name (required) | The user's first name, used for identification across the platform. |
| Last Name (required) | The user's last name. |
| MPC Role (required) | The user’s role within the platform. Determines access at the business level (e.g., Business Administrator, Contributor). |
| CMS Role (optional) | The user’s role in the Content Management System module. Determines content editing permissions (e.g., Client, Editor). |
| External ID (optional) | A custom identifier for mapping the user externally (e.g., CRM or HR systems). |
| Time Zone | Sets the user’s local time zone for scheduling, reporting, and accurate logging. |
| Daylight Saving Time Toggle | Option to automatically adjust the user's clock during Daylight Saving Time changes. |
| Save / Save & Invite |
Save adds the user without sending an email. Save & Invite sends a welcome email with login instructions. |
Step 4: Once the user is created, you will have the option to further configure the user or view the business users.
If you choose to configure the user, you will have a few more options like making the user an ‘Agency User’ and allowing the user to access staging environments.
In the ‘Users’ section, you will now be able to see the newly added user.
Adding Users via Bulk Upload
You can also add multiple users at a time using the ‘Add Bulk Users’ option.
Step 1: Click on the dropdown menu on the ‘Add User’ button and select ‘Add Bulk Users’.
Step 2: In the ‘Bulk Upload/Download’ section, click on the dropdown menu and select ‘Business Users’.
Step 3: Click on ‘Download’ to download the template spreadsheet.
Step 4: Click on ‘Download’ in the ‘Action’ column to download the template to your device.
Step 5: In the spreadsheet, add the users' details and save it.
Step 6: In the ‘Bulk Upload/Download’ section, select ‘Business Users’ from the dropdown.
Step 7: Click on ‘Choose File To Upload’.
Step 8: Select the spreadsheet you saved earlier and click on ‘Upload’.
You will be notified if the request was successful.
If you do not see the users updated in the Users section, it means that the operation failed.
In such a case, return to the ‘Bulk Upload/Download’ section by clicking on the dropdown menu on ‘Add User’ and select ‘Add Bulk User’.
Download the failure report by clicking on ‘Download’ corresponding to your uploaded file with the status ‘Failed’.
The error report will highlight the errors in red and provide a reason for the error in the right-most column. Rectify the errors and reupload the file.
Please note: Delete the ‘Error Message’ column.
If the upload is successful, you will see the users in the ‘Users’ section.
