User Management

  • 21/10/2024
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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. 

  1. From the left-sidebar, navigate to Settings > choose User management > click on (+) Add user on the top right 
user management_add user

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.

  1. Enter your user’s information below 
  • User email: 
user email_adding
  • User’s viewable store: choose stores this user is allowed to view metrics:
user's_viewable stores
  • Role: Choose the role following their permissions by rule
user_role
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

  1. Tick on the Captcha and hit on Send Confirmation to complete the process
send confirmation_pop up

A notify pop-up window will appear in the bottom right corner

user_adding_notification

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:

email_notification

How to edit users in your account?

  1. From the left-sidebar, navigate to Settings > Choose User management > click on the three dots icon beside a user > choose Edit 
user_edit
  1. Edit the user’s access viewable store > click Confirm 
edit_pop_up

A notify pop-up window will appear in the bottom right corner

user_edit_notification

How to delete users from your account?

  1. From the left-sidebar, navigate to Settings > Choose User management > click on the three dots icon beside a user > choose Delete 
delete_user
  1. Click on Confirm button on the confirmation pop-up window
delete user_confirm

A notify pop-up window will appear in the bottom right corner

user_delete_notification

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! 

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