User Setup and User Notifications

User Setup and User Notifications

Instructions for User Setup and User Notifications


Adding Users
There is no limit to the number of Users you may add to your system. We recommend users to not share login credentials so that you best utilize the comment response assignment tool.
To add a user to ReviewTree, an Admin Level user may complete these steps:
  1. Sign into ReviewTree
  2. On Dashboard, select "Account" tab along the top
  3. In the Account drop down, select "Users"
  4. Select "Add User" button
  5. Enter in the new user's First Name, Last Name, and Email Address, and then adjust the user's account level to either Admin or User. 
Editing Users
To edit a user, an Admin Level user may complete these steps:
  1. Sign into ReviewTree
  2. On Dashboard, select "Account" tab along the top
  3. In the Account drop down, select "Users"
  4. Click "Edit User" button next to the name of the user to edit
  5. You can edit the user's current password, their email address, or their name.
If you edit a user's email address, you must edit their password as well.

Adjusting User Notifications and Reports
To change the notifications a user receives when a survey is submitted, a user may make these adjustments themselves or an admin may make these changes for them, complete these steps:
  1. Sign into ReviewTree
  2. On Dashboard, select "Account" tab along the top
  3. In the Account drop down, select "Users"
  4. Click "Edit User" button next to the name of the user to edit
  5. Click "Manage Notifications and Reports" button
  6. In the drop down "Real-Time Survey Notifications" you can change this to match the user's preference to the frequency by which they receive an email in real time when a survey response is submitted. 
This change can only be finalized by ReviewTree Support. Adjusting these settings submits a request to Support, notifying them of the user's updated preferences. Once Support has made these adjustments for the user, they will notify the user of the changes being made. 


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