User Setup

How to create a user and set the user's role for their account.

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An Admin role is required to create or edit User access and permissions in DubBot. If you can't select Users in the left navigation of the Settings panel from the top navigation, you do not have an Admin role.

Create a New User in your Account

  • Select Settings in the top navigation.

  • Under Account Settings, in the left navigation, select Users.

  • To create a user, select the Create User button.

Screenshot of the Manage Users screen with a blue circle with a white number 1 below the link Settings which is highlighted by a red box. A blue circle with a white number 2 is to the right of the link Users which is highlighted by a red box and a blue circle with a white number 3 is to the right of the button labeled Create User, which too, is highlighted with a red box. The numbers represent the order of operation for drilling down to the Create User screen.

The Invite User panel will display:

  • Enter the User Name—the User Name displays in DubBot communication tools and track history. The User Name is generally first and last name.

  • Enter the user's Email. DubBot uses this email to send an email invitation upon user creation. DubBot also sends crawl reports and task notifications via this email address.

In the Invite User box, a red box highlights the area where the admin would enter the new user's name and email address. Both fields are marked with a red asterisk indicating a required field.

Choose the Role the User will have in the Account

Note that the selected Role will be the user's Role for every Site and Page Set in the account. If you would like to provision the User access to only specific Sites, select Determined at Site/Page Set Level.

Refer to the Roles Overview article to learn about the different abilities that correspond with the roles.

Role options include: Determined at Site/Group Level, Viewer, Manager, and Admin

Assign the User to a Specific Site or Page Set

Decide what Sites or Page Sets you would like the user to belong to.

If the user has the Determined at Site/Page Set Level Role, the user will need to be added to a Site or Page Set(s) to have access to specific Site and Page Set reports. These membership options will appear when that role is selected.

  • This role can be used to upgrade a user(s) permissions for a specific Site or Page Set over their designated account permission level.

  • Page Sets allow administrators to provision user(s) access and permissions for multiple Sites and to have an overarching Dashboard for the set of pages in the Page Set.

If the user has a Viewer or Manager role, the panel for upgrading a user's permissions for selected Site(s) or Page Set(s) of Sites can be seen by selecting the Show additional Page Set and Sites options button.

Show additional Page Set and Sites options will reveal the Page Set and Site chooser options.

Page Set and Sites Assignments

The functionality of both Page Set and Site assignments is identical. Page Set Membership is used below as an example.

To add the user to a Page Set, select the Select Page Set button in the Page Set Membership section.

Select Page Sets button option is below the Page Set Membership heading.

A drawer will appear from the right side of the screen that allows you to select the desired Page Sets. A checkmark will appear next to the Page Sets that are selected.

Be sure to select the Save button at the top of the drawer to save the Page Sets selections.

Save option is at the top of the selected Groups panel.

Choose the Role the User will have for each Page Set or Site, if you wish to change a user's permissions for a particular Site or Page Set.

Within the Page Set Membership panel, below the Select Page Sets button, a role dropdown chooser will be available for each Page Set that a User is assigned.

Issues Filter

This field allows you to filter issues this user sees to only ones within their responsibility. Refer to the Issues Filter article for more details.

Save the new user

Finally, select the Create button. Doing so will automatically trigger an email to invite the user to sign up for an account.

If you have questions, please contact our DubBot Support team via email at help@dubbot.com or via the blue chat bubble in the lower right corner of your screen. We are here to help!


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