TUX: How to Add Users

1. Types of Users
2. Who Should Receive an Account
3. How to Add a New User
4. How to Update Admin Status

Types of Users

FoundryABM has two main types of users:
Admin: ability to create and update campaigns
Reporting: ability to pull reports and view campaign set-up but unable to make any changes

Who Should Receive an Account

1. Create user accounts for each person on your ABM team. To complete the entire technical setup process, you should also create accounts for:
   1. A team member who has access to Salesforce
   2. A team member who has access to your Marketing Automation
   3. A team member who has access to your CMS and Tag Manager
   4. A team member who has access to Google Analytics

How to Add a New User: 

1. After logging in to FoundryABM and navigating to TUX, in the left navigation bar, click on your profile at the bottom.



2. This will open your profile preference and to add new users you will click on 'Admin Console'



3. You will then click on 'Add New User' and enter their information in the pop-up window.
4. Be sure to check the 'Administrator?' box for anyone you want to have admin privileges. You can also decide if you want this user to receive a weekly report. 
5. Click 'Save Details.' A welcome email with password setup instructions will be sent to the new user.

How to Update Admin Status

1. Follow steps 1 & 2 above
2. Find the user whose status you wish to change. When you hover over them options to ‘Edit' or 'Reset Password' will appear.
   1. 'Reset Password' will send an email to the user to reset their password.



3. Click Edit to open user details - check or uncheck "Admin"



4. Click ‘Save Details’.