Manage Emplifi Ratings & Reviews Users

User management for Emplifi Ratings & Reviews is controlled in two places: from within the Emplifi platform settings and from within the Ratings & Reviews Team portal.

Prerequisites

• Before you can add a user to your Ratings & Reviews module, the user must first exist in your Emplifi account with an account role that gives them application access to Ratings & Reviews. To learn more, see Add a User to an Emplifi Account and Account Roles.

• Only users with the Manager role in Ratings & Reviews can create new experts, moderators, report viewers, additional staff, add roles to existing users, and remove roles from user accounts. To learn more, see Types of User Roles and Experts.

Create an Emplifi Ratings & Reviews User and Add Roles

Steps:

1. In Emplifi Ratings & Reviews, click Team → Site roles.

2. Next to the type of role you want to assign, enter the same email that is assigned to the user for their Emplifi account and click Add.

   

   If the user already has a login for Emplifi Ratings & Reviews, the role is added to their account.

3. If the user does not have an Emplifi Ratings & Reviews account, a message appears.

   

   1. Verify the email and use the "click here" link within the message to proceed. A new modal appears.

   2. In the new modal, add the user's First Name and Last Name.

   3. Click Continue.

   4. An email with login instructions will be sent to the user.

You can continue to add additional roles by repeating the steps.

Remove a Role

Managers can remove a user from a role.

Steps:

1. In Emplifi Ratings & Reviews, click Team → Site roles.

2. Find the role you want to remove, and next to the user click the remove icon.