Welcome to your go-to guide on managing the users on your account!
Looking to add or delete a user on your account? Read below to manage or change your user settings:
How do I add a new User?
Check out the steps below to walk you through how to add a new user:
Select Account
Select Manage Users
Click on the Add User button in the top right-hand corner of the page
Complete the Add User form. For further details of User Permission, check out the bottom of this article.
Once created, the new user will be sent an email invitation requesting that they set their password.
Select your time zone during the initial user setup to receive reports during the correct business hours.
Select Save
How do I delete a User?
Check out the steps below to walk you through how to delete a user:
Go to the Manage Users
Hover over the user
Select 'Delete'
Click 'Ok' to confirm
Different types of users: Administrators and Viewers
Administrators: have the ability to create, edit and delete searches and dashboards. They can also update other users' settings such as adding users and assigning users to social profiles for Meltwater Engage.
Viewers: can conduct ad-hoc searches but cannot save them. They can also configure their own reports and personalize how they consume content streams in the application.
Only Administrators can change a user type. To change a user type follow these steps:
Visit the Manage Users page
Click into the user
Update the selection under Permissions
Select save
If the user is currently logged into Meltwater when this change has been made, please ask them to log out and re-enter their credentials to see the changes reflected in their account.
Viewer Capabilities and Restrictions
Inbox
Viewer users will be able to access all available features in the Inbox including:
Creating/editing the list of favorite inputs
Changing the Inbox date range
Selecting one or multiple documents
Tagging documents
Sharing documents by email, or to Facebook, or Twitter
Changing document sentiment
Translate document
Export documents
However, Viewers will not be able to create reports from the report settings button in the Inbox.
Dashboards
Viewers will not be able to create new dashboards, but they will be able to set a saved dashboard as the home dashboard. Viewers also are not able to create reports via the report settings button. They will be able to invite collaborators and email the dashboard.
Viewers are not able to edit the dashboard or specific widgets.
Dashboard widgets can be expanded and all of the available functions of the content stream are able to be used. For graph widgets, Viewers are able to click on data points in the graph and change the display for viewing only. Viewers also have the ability to export dashboards as PDF, Image, Excel (Raw Data), and Excel (Analytics).
Media Relations
All features in Media Relations are available for Viewers.
Search
Viewers can view and create new searches but are not able to save or delete searches. A prompt will come up to save the search if a user navigates to another page, but the user will not be able to.
Tags
Viewers have access to all available features for Tags.
Share
Viewers are able to create distributions for existing newsletters and modify existing newsfeeds.
Advanced User Permissions
When adding a new user, or editing an existing one, there are advanced user permissions that allow administrators the ability to grant Admin, Viewer, and No access for users, at the individual Meltwater module level.
For example, you can set a user's access to admin for Explore, viewer for Analyze, and No Access for Engage. This allows them the ability to have full control over their daily task area, visibility into another tangential team, and no access or visibility into another area entirely.
The No Access role is a new feature and will remove a user's ability to see or even navigate to a specific Meltwater module.
For example, a user with No Access to Explore, will not see Explore in the Navigation bar, on the home screen, nor will they be able to navigate to it via a direct link to Explore (i.e. https://app.meltwater.com/explore/list)\, even if other members of your team can.
Each module under Advanced User Permissions is further explained below:
Explore/Content
Admin - User will have full access to view and make changes to the searches, tags, labels, monitor and other items in the content area.
Viewer - User will have same access as an Admin user but only able to create ad hoc searches - the user can not save searches.
No Access - User will not be able to view these features as "Explore" is removed from the navigation bar.
Report
Admin - User will have full access to the Report tab, allowing them to view and make changes to Digest Reports, Insight Reports (if applicable), Digital Marketing Insights (if applicable), Custom Score Reports (if applicable).
Viewer - User will be able to view all features within the Report tab but can not create new reports.
No Access - User will not be able to view any features falling under Report as "Report" is removed from the navigation bar.
Engage
Admin - User will have full access to the Engage tab allowing them to view and make changes to Conversations, Publish, and Asset Library.
No Access - User will not be able to view any features falling under Engage as "Engage" is removed from the navigation bar.
To learn more about Engage User Permissions, check out the article, User Governance in Engage.
Share
Admin - User will have full access to the Share tab allowing them to view and make changes to Newsletters and Newsfeeds.
Viewer - User will be to create distributions for existing newsletters and newsfeeds but can not create and save new newsletters and newsfeeds.
No Access - User will not be able to view any features falling under Share as "Share" is removed from the navigation bar.
Media Relations
Admin - User will have full access to the Media Relations tab allowing them to view and make changes to My Contacts, Search, and Outreach.
Viewer - User has full access, same access as Admin.
No Access - User will not be able to view any features falling under Media Relations as "Media Relations" is removed from the navigation bar.
Analyze
Admin - User will have full access to Analyze allowing them to view, make changes and create dashboards and reports under Analyze, including Social Analytics.
Viewer - User will be able to view dashboards and reports under Analyze but can not create new dashboards or edit dashboards or specific widgets. User can set a saved dashboard as the home dashboard.
No Access - User will not be able to view any features falling under Analyze as "Analyze" is removed from the navigation bar.
Account
Admin - User will have full access to everything in the Account tab such as Profile, Third Party Integrations, Meltwater API, Social Connections, and Approved sender. Everything except Manage users.
Viewer - User will be able to view Account settings but unable save any changes made.
No Access - User will not be able to view any features falling under Account as "Account" is removed from the navigation bar.
Manage Users
Admin - User will have full access to Manage Users (under Account tab) allowing them to add, edit, and delete users as well as modify their application permissions.
Viewer - User will be able to view Manage Users but not be able to modify any users on the account.
No Access - User will not be able to view manage users as "Manage Users" is removed from the navigation bar.
How to Update a User's Visibility
The Visibility option allows you to customize the features which can be viewed within your Meltwater system for each user. This is ideal for meeting the unique needs of each user, such as ensuring your C Suite only views their top 5 search folders.
You can enable or remove the visibility of:
Dashboards
Searches
Tags
RSS Feeds
Any Administrator users can update the visibility settings of all users within your account. These updates can be done in bulk by selecting multiple users at once or individually.
Select Account
Select Manage User
Via the tick box, select the users to have their visibility updated
Select Set Visibility
Via the tick box, deselect the searches to remove them from the view of the selected user
Select Save
How to help your New User get started
Now that your New User has been added, they will also be sent an email prompting them to log into the system and set up a password. To help them get started, we'd recommend sharing the Meltwater Overview article.
We have this article as a go-to guide for new users and includes links to training materials, videos, and basic areas of the platform they will want to become familiar with.
💡 Tip
Need more help? Feel free to reach out to us via Live Chat or check out our Customer Community.
Find answers and get help from Meltwater Support and Community Experts.