How to add Dashboard users and/or change users' settings – CultureHub, presented by CultureSuite

Adding dashboard users and/of changing their account settings

An excerpt about this article

This document explains how you can add dashboard users and change the settings of their accounts.

General information

All dashboard users are listed within your dashboard. An administrator can add new dashboard users or change the modules they have access to.

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Take note! CultureSuite employees will not add new users to the Dashboard, this is a task for the Dashboard Administrator at the individual organisation who better knows who should have access to which modules within the team. This way it stays much safer.

Make sure you have a dashboard account

If you don't have a dashboard account yet, you should be able to see who is the administrator within your team on the login page:

A list of names of the dashboard admins for your website

Check if you are an administrator

If you already have a dashboard account, you can also check the dashboard information in the right column of the homepage of the dashboard, there you can see who is the administrator within your team.

The list of dashboard admins on the dashboard homepage when logged in

Add a dashboard account

Click “add” to create a new Dashboard account. E-mail, username and Password are required fields.

Name, Organisation role (Marketing, Box office, Management or Other) and telephone number are optional. They can help CultureSuite to contact you, but usually we use our service portal for that anyway.

All the fields for a new account in the dashboard

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Take note! Make sure you use the right e-mail address. This is needed for the 2 factor authentication code. The first time the user will try to log in, this code will be sent to the email address that is listed for that user.

After adding a new user you have to mark the check box of all the modules this user needs to get access to. (or just make them an admin to automatically access all modules)

The list of permission check boxes Dashboard admins see for users

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Tip from CultureSuite: We strongly recommend to keep the list of users up to date and to delete users who do not work in your company anymore (think of interns or ex-colleagues). This way you keep the access to your data as safe as possible.

If you have read this article, take a minute to check the users list in the dashboard and delete all old accounts!

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