Adding New User Accounts

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Accessing Users is subject to the User Access Permissions that you may or may not have as a User.

If you require a higher level of access for users, please see instructions on setting up Enhanced User Roles.

From the ‘Users‘ icon on the navigation, click on an existing user to edit that user.

To create new user, click the ’Create New‘ button and fill out the following form with the details of the new user. Note the ‘Login Detail’ tab and the ‘User Access’ tab:

Before clicking “Save‟ click on the ‘User Access’ tab to assign this new User with access to the desired Customer(s) or Network(s):

Customer access level provides access to the over all Customer network. Use this if you just have one overall network.

Network allows you to provide access to only individual networks under the main Customer network. If you do not have multiple networks, you would use the Customer access level above.

Once you have selected the required user type, click ‘Save‘.

The following Users levels are available when setting up user access as an Admin:

User Level

User – Dashboard, Store, Reports and Tickets:

Products Manager Level

Products Manager – Only has access to the Dashboard, Products, Store, Reports and Tickets:

Events Manager Level

Events Manager – Only has access to the Dashboard, Events, Store, Reports and Tickets:

Supervisor Level

Supervisor – All except for Network Properties:

Admin User Level

Admin (User) – Can see and access everything:

Adding New Users with Enhanced User Access

In instances when your network is set up with Enhanced User Roles, you will need to flag the access group you created when setting up new users.

For more information about setting up Access Groups, please see Setting up Access Groups

1) Click on the Users icon from the navigation and click the Create New button.

2) Enter the user’s Email, Name, and Phone number. You can create a password, or leave the password/confirmation fields blank for the system to automatically generate a password, which will be sent to the user in an email.

3) Click on the User Access tab to check the box for the Access Group.

4) Click Save.

An email will be sent to the user with the EngagePHD website address and their password.

Please also see Logging in to EngagePHD for a quick guide to the login process.

Updated on September 1, 2021

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