User management in NestAds allows you to add team members and assign permissions for better monitoring and control of your account.
Depending on the role assigned, users (who are not admins) can access specific features of the application essential to their tasks.
In this guide, we’ll walk you through the steps to add, edit, and remove users from your account. Let’s get started!
How to add users to your account?
First off, make sure you’ve logged into your NestAds account. If you do not have an account, please register here.
- From the left-sidebar, navigate to Settings > choose User management > click on (+) Add user on the top right
Note: The Admin role is displayed by default and cannot be edited. Please contact the Support Agent if you want to edit the Admin role or Admin’s email.
- Enter your user’s information below
- User email:
- User’s viewable store: choose stores this user is allowed to view metrics:
- Role: Choose the role following their permissions by rule
Read-only user | Staff |
1. View Dashboard 2. View performance report 3. View customer journey 4. View business intelligence 5. View and edit profile 6. Change password | 1. View Dashboard 2. View performance report 3. View customer journey 4. View and edit tracking settings 5. View business intelligence 6. View and edit profile 7. Change password |
Note: This default role cannot be changed in this current version
- Tick on the Captcha and hit on Send Confirmation to complete the process
A notify pop-up window will appear in the bottom right corner
NestAds will send a login instruction to the user’s email. Until the user accepts the invitation, their status will be displayed as “Pending“
Here’s how the invitation email looks like:
How to edit users in your account?
- From the left-sidebar, navigate to Settings > Choose User management > click on the three dots icon beside a user > choose Edit
- Edit the user’s access viewable store > click Confirm
A notify pop-up window will appear in the bottom right corner
How to delete users from your account?
- From the left-sidebar, navigate to Settings > Choose User management > click on the three dots icon beside a user > choose Delete
- Click on Confirm button on the confirmation pop-up window
A notify pop-up window will appear in the bottom right corner
Note: When a user is deleted, they will not receive a notification from NestAds.
Need any help?
Please contact our support team via live chat or email at [email protected].
We are happy to help you as soon as possible!