Add a User(s)

Within the XMP, users can be manually added individually or several at a time. A maximum of 10 users can be manually added. If more than ten users need to be added, the hierarchy uploader accepts bulk updates. Adding users manually is a quick and simple process that only requires a professional’s name and email address to get started.

Add a Single User

Applies to:

• Tier Managers*

• Account Managers

• Organization Managers

• Admins

*The account settings for tier manager privileges to create users must be enabled for these instructions to apply to a tier manager. For more information, read about Account Settings.

Overview

Creating a user within an account is simple and only requires the professional’s name, email, and tier assignment. From there, account settings can also be created, but the ability to update the user’s profile comes after the account has been created. The steps below outline how to add a user to an account.

How-To

1. On the Hierarchy page, use the green pill-shaped button to switch from the tier view to the user view.

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2. Once on the users' view of the hierarchy, click the grey Add New User button in the top right corner of the table.

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3. First enter the first name, last name, and email address of the professional. Then, toggle the Opt-in to experience.com login to the ON status.

   • This ensures the user receives a verification email and can log in to access their account once the profile is created. If the toggle is turned off, the user will not have a login or access to their account.

4. Next, manage the Send Settings for the user by enabling or disabling the following:

   • Survey completion notification: an email notification sent to the user when they receive a new review.

   • Reply to reviews notification: an email notification sent to the user when one of their reviews has been replied to (i.e., by a manager)

5. Next, use the Tier dropdown menu to select the user’s tier assignment and the Role dropdown menu to select the user’s role (User). Click the grey + button to add the role assignment.

   • A user should only be assigned as a user in one tier. Additional serviced areas can be denoted on a professional’s profile using their address and service areas.

6. When the user’s role assignment has been added using the grey + button, two additional settings categories will appear.

   • Note: these settings can be modified in the user’s account anytime. To modify these settings later, skip to step #7.

   • Reviews Management Settings: manage the user’s ability to reply to reviews.

   • Social Share Settings: manage the user’s auto-post settings for the social sites they connect to.

7. When the user settings are set as they should be, click the blue Create User button in the bottom right corner of the screen.

8. On the next screen, confirm the user details entered, then click the blue Confirm button.

Add Multiple Users (Manually)

Applies to:

• Tier Managers*

• Account Managers

• Organization Managers

• Admins

*The account settings for tier manager privileges to create users must be enabled for these instructions to apply to a tier manager. For more information, read about Account Settings.

Overview

Up to ten users can be manually created within an account simultaneously. As a basic starting point, the manager creating the users should have the names and email addresses, as well as the tier assignments of the users they are creating. The steps below outline how to add multiple users to an account.

How-To

1. On the Hierarchy page, use the green pill-shaped button to switch from the tier view to the user view.

2. Once on the users' view of the hierarchy, click the grey Add New User button in the top right corner of the table.

3. When the menu expands from the right side of the page, use the radio button to switch the menu from Add Single User to Add Multiple Users.

4. Enter the first name, last name, and email address in the format shown in the text box:

Enter at least two or up to ten names and email addresses for new users to be created. Then, toggle the Opt-in to http://experience.com login to the ON status.

• This ensures the users receive a verification email and can log in to access their accounts once their profiles are created. If the toggle is turned off, the user will not have a login or access to their account.

5. Next, use the Tier dropdown menu to select the users' tier assignment and the Role dropdown menu to select the users' role (User). Click the grey + button to add the role assignment.

   • Note that all users being added simultaneously should receive the same role and tier assignment. If the users being added belong to different tiers or have additional roles (i.e., tier manager), users should be created individually.

   • A user should only be assigned as a user in one tier. Additional serviced areas can be denoted on a professional’s profile using their address and service areas.

6. Click the blue Create User button in the bottom right corner of the screen to create the users you have entered.

7. Finally, confirm the users' details and tier assignment on the next screen, then click the blue Confirm button.

When the screen has confirmed that the users have been created, the users (if opted-in) will automatically receive an invitation to verify their email and set up their accounts.