Getting Started: How To Create & Update User Profiles For SoCast Reach
Company Admin Notes
- All new users/staff can should be created and added by the Company admin. Please reach out to your Company Admin if you require access to SoCast Reach.
Steps For Creating & Updating A User's Profile
Go to: Admin > Users
If this is a new user, 'Create New'
If this is an existing user, search for the user by name or email.
- Staff Name: Add the user's name
- Email: This will be the email they use to log in with, and the email password resets will be sent to.
- Password: An email will be sent to the user with login instructions. This email will come from 'no-reply@socastsrm.com'. Please have the user check their spam/junk folder of the email provider for this email.
- Locked: if box is checked, this user's account will be 'locked' and they will be unable to log in/access the SoCast Platform
- Timezone: Fill in the timezone that user works in
System Role: Should match the permission group. (i.e system role: Sales Person. Permission Group: Sales Person). If this is an existing user, who also needs access to SoCast Engage, choose their 'sales role', and just update their user with the additional Engage permissions.
Account Assignment: Choose the 'Company - Ads' account that should have already been created (along with any other accounts this user needs access to).
Permission Groups: Default Permission Groups are automatically created for: Sales Leader, Sales Person and Campaign Managers. Select the group that corresponds with the role.
Advertising Campaign Permissions
Check off the permissions you wish this user to have. Some will already be checked off by default based on the permission group chosen.
- Manage Campaigns: Ability to create and manage campaigns. (meant for the Sales Person or Campaign Manager role)
- Manage Advertisers: Ability to create and manage advertisers. (meant for the Sales Person or Campaign Manager role)
- Manage Delivery Reports: Create a report at the end of a campaign to show advertisers how well their campaign did. (meant for the Sales Person or Campaign Manager role)
- Manage Campaign Markups: Customize the markup for this campaign. (meant for the Sales Person or Campaign Manager role)
- Manage Campaign Settings: Manage and edit the settings for campaigns. (meant for the Sales Person or Campaign Manager role)
- Manage Sales Reports: To see how well the sales team is doing. Leaderboard of top sales people, how many proposals have been sent, how many sales have been done etc. (meant for the Sales Leader role)
- View Executive Report: Allows you to see a report for the entire Company. (meant for the Sales Leader)
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