Add and Manage Users
How to set Up Users within Bullseye to perform specific roles within your Bullseye account.
|Requirements: Available in Connect and Optimize subscriptions, and as an add-on to the Find Subscription. Default roles are included in all subscriptions.|
Bullseye allows companies to enter different types of users into their account, depending upon the tasks they need to take care of in Bullseye. Here are a few examples of how different companies use Bullseye in relation to users:
- A retailer with 2,000 retail outlets who manages all dealers by a single company employee who uploads new dealers each month in a .CSV fie.
- An insurance company with 300 insurance reps who allow the reps to create their own Bullseye logins and make updates to their location on their own.
- A manufacturer with 200 independent dealers who are managed by 10 regional reps who login to Bullseye to receive leads and update location information.
Bullseye is able to accommodate each of these scenarios by allowing companies to create users that can take care of the appropriate tasks. Let's look at how the users function, then add a user:
There are 4 default roles (users). These are:
- Administrator: Has access to all functionality in your account, including the ability to create users of all roles. Often, the most important task of this user is to maintain locations as this user has access to all locations in the account. When a company signs up for a Bullseye account as a trial or subscription, the initial login they create when they sign up will be this type of user.
- Account User: Has access to some functionality in your account such as viewing reports and approving locations, but cannot create users in the account class, import locations, and manage account settings. This user will only have access to locations that are assigned to them or that they create.
- Location Administrator: Has access to all functionality in relation to locations, including the ability to create other location admins and location users. This user is able to add, edit, and delete information that pertains to the locations assigned to them or that they create.
- Location User: Has access to all functionality in relation to locations (like the Location Admin), except the ability to create other users.
Note that the permissions granted to these users are predefined unless you subscribe to a User Management subscription, which would allow you to selectively assign permissions to users. Default roles are not ideal in certain situations. For example, if you have regional reps who manage multiple locations, custom roles would work better. View Custom Roles for more information on this.
How to Add a User one at a Time
Let's add an administrator. You can create this type of user after logging in as an existing administrator account. To create the user as an administrator, go to Users which is the last item in the left navigation. You will see a screen similar to below:
The Manage users screen allows you to search for existing users by a variety of criteria:
- First/Last Name
- Username (Email)
- User Role
- Outstanding Invites (Once you create a user, an email will go out to them inviting them to create the login. Users who have not responded to the email will show up under this filter if you search.)
You may also add users via this screen. Select Add User, and you will see the following:
Under User Details, select Administrator n the User Role dropdown, and enter the email address of the person at the location who will login to Bullseye. Select Invite. A note will pop up briefly letting you know the user has been added. An email will also be sent to the user that looks like this:
When the user clicks on Accept this invitation, they can create their login information. The email address you entered will be used for their username. They can also add their name and password:
When they select Get Started, they will login to Bullseye by selecting Login when this message is displayed:
They will be able to login and can perform all tasks that administrators perform.
Create Location Level Users
The other standard roles are created the same way you would create an Administrator as above, but they also need to be assigned to a location in order to manage their location information. They may also be assigned to a Dealer Group, Territories, or Categories if desired.
To assign a Location Level user manually, select Create Assignment after inviting the user:
After selecting Create Assignment you will see the following:
Ad Hoc Locations: Select this option to assign the user to a location. Use the country and advanced search options to find the correct location. Once you find the location, select the checkbox to the left of the location, and select Assign Selected on the bottom.
Note that, it is also possible to create a location level user from the location profile. See Allow Locations to Manage their own Data. This option has the advantage of not needing manual assignment, which eliminates the possibility of the user logging in before they are assigned to the location, though it requires you to navigate to the individual location's profile before sending the invitation.
Location Groups: You may create a dealer group if you want a location level user to manage multiple locations. For more information see Create and Manage Location Groups.
Territories: You may assign a location level user to a territory in order to give them access to manage all of the locations that are assigned to a territory. This is a substitute for assigning the user to the individual locations, and saves time if you have multiple locations assigned to a territory.
Categories: You may assign a location level user to a category in order to give them access to manage all of the locations that are assigned to a category. This is a substitute for assigning the user to the individual locations, and saves time if you have multiple locations assigned to a category.