Add a user to my account

You can provide controlled access to your account to other people so they can login to myPresences and access the businesses and areas you wish.

This is great for:

• Giving other members of your team access to help you manage your business online
• Giving clients access to businesses you are managing for them
• Providing limited access to external parties to help you manage your business online

You have full control of which businesses each user can access and which areas of myPresences they can see.

You have the option of either Adding a user to your account or Inviting a user.

We recommend Adding a user as this allows you to preconfigure their roles and the businesses they can access.  When a user is invited they cannot access anything until their new account is setup.

Add a new user

1. Go to the account page.
2. Click on the Users tab.
3. On the Users find the 3 dot menu at the bottom and choose Add User.
   
   
   
4. A popup will appear. Enter the users Email address, First name and Last name. You can also choose a role for the new user to control which areas they will have access to.  If you don't choose a role they will have full access. See Adding Roles.
   
   
5. Press the Add User button to add the new user to your account.
6. The new user will be given a default password and will be added to your list of users.
   
   
   

The new user will now be able to login with their email address and the initial password provided.

Giving access to business locations

However, they don't have access to any locations until you give them access.

Click on Choose Businesses to select which business locations they can access.

Setting the new users Role

When users are first added they have access to everything.  If you didn't choose a role during the user creation process you can choose a role by clicking the 3 dot menu on the right of the users line and choosing Set Access.

See Setting a Users Role.

Sending the User their Login Details

Once you are ready for the person to access their account you should send them an email or other message with information on how to access their account.

If you click the Show Login Details link on the users line you will see the information they need to login to their account.

You should copy this information and email it to your new user. You can then personalize the email and include any other context that you need.

The email should include:

• A link to login
• Their username/email to login.
• Their initial password.
• Optionally. A link to their user profile so they can change their password. This will be https://app.mypresences.com/user/

They can change their password once they have logged in for the first time on their user settings page.

See:

Manage which businesses a user can see

Setting user roles

Inviting a user to your account

You can also invite users to your account. This will send an email to the person inviting them to join your team on myPresences.

If they accept they can create an account and choose a password and will be added to your account.

Inviting a user has the advantage that they can choose their own password on signup rather than being assigned one.

We recommend using the Add User option above when you want to set roles and which businesses they can access.