Manage Bot Users

Users are managed in the Emplifi platform's account settings, where you can add new users, configure user details, or delete users.

To access user settings:

1. In the lower left corner of the Emplifi platform, click Settings.

   

   The Settings page displays.

2. On the Settings page, select Users.

   

   The Users page displays. 

Add a new user

1. At the top of the central "Users" column, click the  button.

2. Enter the user's information in the following fields.

   • Email
     Enter the user's company email address. The invitation to create an account will be sent to this address.

   • Account Role
     Select the account role assigned to this user. This will determine the user's permissions within the system. For more information, see Roles.

   • Default Publishing Role
     This option is only relevant to Social Cloud.

   • Assign All Profiles from Account to this User
     This option is only relevant to Social Cloud.

3. Click Send invitation.

Configure user settings

1. From the list of users in the central "Users" column, select the user that you would like to edit. The User Details section appears on the right.

2. In the User Details section, you can configure the following settings:

   • First Name
     Enter the user's first name

   • Last Name
     Enter the user's last name.

   • Email
     Enter the user's company email address.

   • Phone (optional)
     Enter the company phone number for this user.

   • Account Role
     Select the account role assigned to this user. This will determine the user's permissions within the system.
     For more information, see Roles.

   • Position (optional)
     Enter the user's position at your company. 

Delete a user

1. From the list of users in the central "Users" column, select the user that you want to delete.

2. On the selected user, click Remove user. A confirmation message displays.

3. Click Remove.
   The user will be permanently deleted. This action cannot be undone.