Guest Feedback User Management

In this article we will explain user permission levels, how to add new users, change user permissions and remove users. If you have any questions or need help please contact [e-mail].

Permission Levels

There are a variety of user permissions available for your accounts. Revinate does not limit the number of users you can add; permission levels allow you to control how much each user can access.  Below, we've outlined each of the user permissions and what they mean.  

Basic Access (All Users): Users can access reports and data in Revinate. The user can view and respond to reviews, but only if they have the login credentials for the given review site.  

Social Media Access: Users can publish to linked sites (such as X & Facebook).  This allows the user to post to linked social accounts in Revinate.  

Administrator Rights

Users can add and manage other users (and their permissions).  This also grants access to certain features, such as managing response templates, goals, etc. 

Surveys Administrator Rights

User has Revinate Surveys admin rights, allowing them to make changes such as editing the Survey itself, and turning on/off invitation and other Surveys emails.  A Surveys Admin with Administrator rights as well will be able to grant this permission to other users.  

Revenue Permissions: Users can access revenue reports and data. For accounts using Revinate Revenue Insights, this allows the user to view and access revenue reporting. 

Adding a new user in guest feedback

Only users with administration level permissions can add, remove or manage other user permissions.

1. On the “Settings” menu, click “User Management”

2. On the “User Settings” screen, click on “Add user” 

3. On the 'Add User' screen, type the user information:

• first name
• last name
• email address
• job title

Then select the appropriate permission level. 

4. The new user will receive an email with instructions to create a password.

Please note that this is a system-generated email, so in case the new user does not see the email invite in their email inbox, they should check their spam/junk folder as well

Changing Permission Levels

Only users with administration-level permissions can add, remove or manage other user permissions.

1. On the “Settings” menu, click “User Management”

2. On the “User Settings” screen, you will see a list of current users. Click on the name of the user for whom you wish to change permissions or use the search function to find the user you are looking for.

3. On the “Edit User” screen, you will see a list of permissions. Select the user's new permission level and click “UPDATE USER INFORMATION.”

Removing a User

Only users with administration level permissions can add, remove or manage other user permissions. 

To remove a user from your account, take the following steps:

1. 1. On the “Settings” menu, click “User Management”

   

   2. On the “User Settings” screen, you will see a list of current users. Locate the name of the user you wish to remove and click “Revoke.”

   

   3. When prompted, click to confirm.

   

Once you select "Revoke," the user will no longer have access to Revinate and will no longer receive any notifications from us