Users
Users are individuals within an organization who have access to the admin portal of your Wednesday account. Each user can have a different set of permissions.
Add User
To add a new user:
Open settings - Users
Enter the user’s email into the New User Email box
Enter the user’s first and last name into the New User Name box
Click Add New User button
Invite User
To invite a new user:
Click Send Invite Email button next to their name
Note: You must do this after you add a user in order for them to create their account.
Note: Once the user has been sent their invite a green check box will appear.
Deactivate User
You can deactivate users who should no longer have access to your account. They can be reactivated if needed.
To deactivate a user:
Identify desired user
Click the deactivate button
Permissions
Permissions allow you to determine what a user should have access to within the application.
Tab Access
Tab Access determines what tabs a user has access to within the application.
Content: user can view the Content page
Requests: user can view Requests page
Channels: user can view the Channel page
Analytics: user can view Analytics page
Talent: user can view the Talent page
To update Tab Access:
Identify user
Toggle desired tab on/off
App Permissions
Create Channel: user can create role channels, without this permission, the create buttons do not appear.
Edit Settings: user can edit any of the information in the Settings menus, without this permission the user will not see the Settings menu.
To update App Permissions:
Identify user
Toggle desired tab on/off
Global Channel Permission
The Global Channel Permission is hierarchical in that each permission grants the permissions of the options lower than it.
Can Edit: user can change anything about that role channel, once it is created (ie basics, adjust the prompt forms, change contributors, change prequal questions, regenerate the channel, etc)
Note: if you are the owner of a channel, you automatically can edit.
Can Mark Candidates: user can accept or decline candidates, but can not adjust anything about building the role channel.
Can View: user can only view things about the channel, not change them
None: user can do nothing - a role channel that the user has none on ('are not attached to') does not appear in the drafts or channels lists.
To update Global Channel Permission:
Identify user
Click circle of the desired permission
Specific Role Channel Permissions
Allows you to give a user various permissions to a specific or subset of specific channels.
To update Specific Role Channel Permission:
Identify user
Click # Channel button
Click circle of desired permission next to each channel
Content Permissions
You can create permissions for users to see specific content. You can set Content rules using the following criteria:
Tagged with (using Tags): all content with a specific Tag
Collected for Campaign: all content from a specific Campaign
Requested By: all content requested by a specific User
Contributed By: all content from a specific Contributor
To update Content Permissions
Identify User you want to update and click # Filters button under the Content Permissions column
Update your criteria by selecting desired options from the dropdown menus