An Admin role is required to create or edit User access and permissions in DubBot. If you do not see Settings in the top navigation of DubBot, you do not have an Admin role.
The following are steps that should be taken when creating a new user. Each step is outlined below.
Create a New User in your Account
Select Settings in the top navigation.
Under General Settings in the left navigation, select Users.
To create a user, select the Create User button.
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.
Choose a Role from the Role dropdown options
Note that the selected Role will be the user's Role for every Site in the account. If you would like to provision the User access to only specific Sites, select Determined at Site/Group Level.
Refer to the Groups overview article to learn how to provision the user additional Roles for particular site access.
Refer to the Roles overview article to learn about the different abilities that correspond with the roles.
Assign the User to a specific Site or Group of sites
Decide what Sites or Groups you would like the user to belong to. If the user has the "Determined at Site/Group Level" Role, the user will need to be added to a Site or Group to have access to specific Site and Group reports.
Groups allow administrators to provision user(s) access and permissions for multiple Sites and to have an overarching Dashboard for the set of Sites in the Group.
Note: Direct Group and Site assignment can be used to upgrade a user(s) permissions for a specific Site or Group of sites over their designated account permission level.
To access the panel for upgrading a user's permissions for selected Site(s) or Group(s) of Sites, select the Show additional Groups and Sites options button.
To add the user to specific Sites, select the Select sites button in the Site Membership section.
A drawer will appear from the right side of the screen that allows you to select the desired Sites. A checkmark will appear next to the Sites that are selected.
Be sure to select the Select button at the top of the drawer to save the Sites selections.
Choose the Role the User will have for each Site.
To add the user to the group, select the Select groups button in the Group Membership section.
A drawer will appear from the right side of the screen that allows you to select the desired Groups. A checkmark will appear next to the Groups that are selected.
Be sure to select the Save button at the top of the drawer to save the Groups selections.
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.