Managing users in an agency account on Hike enables you to provide different access levels to various team members, ensuring efficient and secure account management. Here's a simplified guide to help you navigate through the user-adding process smoothly.
Step 1: Navigate To User Settings
- Visit Hike's settings page and log in if prompted to access your agency account settings.
Step 2: Initiate Adding A User
- Locate and click on the green 'Add User' button, which can be found in the top right-hand corner of the settings page.
Step 3: Input User Details
- Fill in all necessary personal information fields for the new user, such as name, email address, etc.
Step 4: Setting User Permissions
- Scroll to the 'User Permissions' section.
- From the drop-down menu, choose between the following options:
Assigning Admin Rights
- Select 'Admin' to grant full access to the user.
Custom Admin Rights
- Alternatively, if you want to restrict access to certain sections, even for an admin:
- Choose 'Custom' from the drop-down menu.
- Select 'Yes' against the 'Agency Admin' tab.
- Ensure to go through other available permissions tabs and customize them according to the roles and responsibilities you want to assign to the new user.
Step 5: Save And Send An Invitation
- After setting the permissions, ensure to save the changes.
- The new user will receive an invitation via email to join the Hike SEO agency account. They must accept the invitation and set up their credentials to access the platform.
Managing Users
It's possible that people and processes in your agency may change over time, and consequent changes will have to be made to your account. Some best practices to follow to prevent mishaps include:
- Password Security: Advise new users to set strong passwords and to keep them confidential to prevent unauthorized access.
- Access Review: Ensure that the access and permission levels are coherent with the roles of the users to avoid mishandling of the agency account.
By following this guide, admins can effectively manage user permissions, providing necessary access and maintaining the integrity and functionality of the agency's Hike SEO account. Always emphasize secure practices among users and regularly review user permissions to ensure alignment with their current roles within the agency.