Add an Administrator or Reporter User | Crowdsource

As a Crowdsource administrator, you can easily add administrator and reporting users to listening events under your account.

This article walks through:

• Add an Administrator User
• Add a Reporter User

Add an Administrator User

You add an administrator user by adding a new user and assigning the administrator user role. Once assigned, the user receives an email notification which they must use to sign in as an administrator.

1. Log in to the Perceptyx Platform.

2. In the navigation bar, click Admin Portal.

The Admin Portal appears.

3. In the left panel, click Listening Events.

The Listening Events screen appears.

4. Click the Crowdsource tab. 

The Crowdsource tab appears, displaying account, organization, and system settings.

5. Click Go to Account Settings and display the Accounts tab, if necessary.

6. Click + Add New User.

The Assign User Role dialog box appears.

The Admin role is selected by default in the Select Role dropdown.

7. In the User Email(s) box, type or paste in the email address for each user you want to add as an administrator. For multiple addresses, separate them by commas.

8. Click Add.

The user is added to the account and appears as an administrator user in the Roles section of the screen. An email is sent to the user so they can sign in to the account.

Add a Reporter User

You add a reporter user by adding a new user and assigning the reporter user role. 

1. Log in to the Perceptyx Platform.

2. In the navigation bar, click Admin Portal.

The Admin Portal appears.

3. In the left panel, click Listening Events.

The Listening Events screen appears.

4. Click the Crowdsource tab. 

The Crowdsource tab appears, displaying account, organization, and system settings.

5. Click Go to Account Settings and display the Accounts tab, if necessary.

6. Click + Add New User.

The Assign User Role dialog box appears.

7. Display the Select Role dropdown, then select Reporter.

8. In the User Email(s) box, type or paste in the email address for each user you want to add as a reporter user. For multiple addresses, separate them by commas.

9. Click Add.

The user is added to the account and appears as a reporter user in the Roles section of the screen.