How to add and remove users

We recommend adding colleagues and agency users to your account, to let everyone self-serve campaign links and reports, rather than relying on one user who can easily become a bottle neck.

When a new Uplifter user is created, it can be assigned one of two permissions, regular or admin (administrator). Admins control the taxonomy and consistency of links, while regular users self-serve links and reports when they need them.

Regular users have permission to:

• Create campaign links in Track>Create links
• View and share all company campaign links in Track>View links
• Edit and delete their own campaign links
• Request new dropdown values from administrators
• View embedded dashboards in Report>Dashboards

Admin users can also:

• Edit and delete other users campaign links in Track>View links
• Add new dropdown values in Track>Edit dropdowns
• Change the campaign links creator structure and validation options in Track>Edit parameters
• Add/remove users and change their permissions

How to add new users

Note: You must be an administrator for your account to change users permissions. 

1. Login at www.uplifter.tech/login

2. At the bottom of the left-hand navigation bar, click 'Settings'

3. Click on 'Users'

4. Under 'Add users' list, type or paste the new users email, for multiple users, separate with ; (semicolon)

5. In 'Account' select which accounts you want them to have access to, (only shown if you have multiple Uplifter accounts)

6. Select 'Role' column click on the dropdown and select the permission level you want them to have.

7. Click the pink 'Add' button

Note: New users will receive an Uplifter welcome email, asking them to click on a link to set their password and create their account. This link expires after 14 days, after which you will have to come back to Settings>Users and click 'Resend invite' button to send a fresh link.

How to remove users

Note: You must be an administrator for your account to change users permissions. 

1. Login at www.uplifter.tech/login

2. At the bottom of the left-hand navigation bar, click 'Settings'

3. Click on 'Users'

4. In the 'Current users' list, find your user(s)

5. Click the trashcan button in the row on the right

6. Click the 'Yes' pink button to confirm

Learn how to change user permissions here.