How to create a user?

What kind of user roles are there?

How to create a user?

1. Go to the "Users" area on the left side menu and click on "User" to access the list of users

2. Click on the "Create user" button to access the sections: 

   • User: We strongly advise that the username and email match to ease the access to the App

   • Name 

   • Surname

   • Email

   • Profile Photo: Remember that from the App users can add and modify their profile photo

   • Previously created segments and segment values

   • Sex 

   • Birthdate 

   • Phone 

   • Job position 

   • Admin: Enable this role by clicking on the "Blue Box" button

   • Theme Admin: Enable this role by clicking on the "Blue Box" button and select the category or categories to be managed

   • Mail notification: Enable this option to send the welcome email to Zapiens. In this case, the user will have to follow a process to create a password

   • Password: Create the password directly. In this case, as the company's administrator, you must inform the user of their credentials to access: username and password

3. Click on the "Save" button

Check out our article Set up the Welcome Email

Note: Required sections are marked with a "Blue Asterisk": User, Name, Email and Password.

Note: Remember that if you edit the "User" field you must also include a password.

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What types of user roles exist in Zapiens?

User roles are access permissions to Zapiens. There are 4 types of user roles:

• Players. They are people with access permission to the App with the "Help" feature disabled. That is, they can't answer their teammates' questions 

• Administrators. They are people with access permission to:

  • The Administration Area with all areas and sections enabled

  • The App with the "Help" feature disabled. That is, it cannot answer users' (players') questions

• Theme Administrator. They are people with access permission to:

  • The Administration Area with the "Questions" section and its "Reported", "Without Answer", "With Only One Answer" and "Completed" sections enabled for the categories they administer

  • The App with the "Help" feature enabled. In the App the Theme Admins are Masterminds and can answer the users’ (players’) questions of those categories they administer

• Admin Theme + Administrators . They are people with access permission to:

  • The Administration Area with all areas and sections enabled

  • The App with the "Help" feature enabled. In the App the Administrators + Theme Managers are also Masterminds and can answer the users’ (players’) questions of those categories they administer

Note: Users assigned, from the Administration Area, as Theme Administrator, will automatically receive a communication via their email. This communication explains their new role, the categories they manage and how to answer questions from the App and the Administration Area:

Note: Users assigned as Theme Administrators through the Excel template do not receive this automatic communication.

Check out our articles What a Segment is and how to create it and Create a Segment Value 

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