How to add users

Learn how to add users to your Ratecard account, so your colleagues can view and receive their own feedback.

Step 1: Log in to your Ratecard account, go to Settings in the menu on the right top and choose users.

Step 2: add a user, to click on the plus icon.

Step 3: upload the profile picture and fill in all the information about the user.

Explanation of roles:

Owner: an owner is the head of the company and has unlimited access to the account. So an owner can view, change and add everything in Ratecard (e.g. inbox, outbox, forms, campaigns, reports and settings);

Admin: an admin has unlimited access to the account. So an admin can view, change and add everything in Ratecard (e.g. inbox, outbox, forms, campaigns, reports and settings);

Manager: a manager has access to his or her own feedback, as well as that of the users in a team;

User: a user only has access to his own feedback.

Explanation of extra's:

Grant access & notify: With this toggle the new user will receive an e-mail from Ratecard to login and create a password.

Visible: With this toggle, you can manage the visibility of a user. You can choose if the user is visible on your account's public profile and visible to choose in a form. In the form, your respondents can indicate, with which team member they have had the most contact and would like to give feedback.

Step 4: Click on save and you are finished!

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