Members

Manage the users of your Fullwhere space

IN SHORT

Fullwhere offers advanced management of your users' permissions, through:

• supervisor members who have access to all of your data

• restricted members who can be granted rights according to certain rules.

Fullwhere members are divided into two main families, Supervisor Members and Restricted Members.

Supervisor Members

Supervisor members have access to all the data in your space; their Role defines the scope of actions they can perform:

• Admin → can view and modify all the data in your space,

• Observer → can view all the data in your space, but cannot take action.

Each Fullwhere space has an Owner user. This is the owner of the Fullwhere space and has the broadest rights. For example, they are the only user who can delete an Admin member.

Add a Supervisor Member

Go to Settings by clicking your avatar at the top right of your screen, then access the Members menu and the Supervisor Members tab (default tab).

To add a Supervisor Member, you must be at least an Admin of your Fullwhere workspace.

Click the Invite button and enter the email address of the user to add. Also select the role you want to assign to them (Admin or Observer).

The invited user receives an email invitation to set up their account and join Fullwhere. For security reasons, invitations to join your workspace expire after 7 days. The invited user will not be able to sign up to Fullwhere after this period. To resend an invitation to a user who has not completed their registration, click the three dots on the row corresponding to their profile and then click Resend invitation.

Remove a Supervisor Member

Removing a supervisor member requires having higher rights than theirs. Thus:

• only Admin Members can remove an Observer member.

• only the Owner member can remove an Admin member

No member can remove the Owner of the Fullwhere workspace. To delegate your account to a new Owner, please contact our support team

To remove a Supervisor Member, go to Settings by clicking your avatar at the top right of your screen, then access the Members menu and the Supervisor Members tab (default tab).

You can use the text search bar to find the user to remove. On the row of the concerned user, click the three dots then click Delete.

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Restricted Members

Restricted Members do not have access to all account data, but only to the resources assigned to them.

Their rights can be assigned by Brands, by Locations or by Assignment. Their scope of action on these resources depends on the Role assigned.

By Brand or by Location:

• A Manager can view and modify all brands, locations and feedback associated with the resources they have access to.

• An Editor can view and modify the feedback of the brands and locations they have access to.

• A Viewer can view all brands, locations and feedback they have access to, but cannot make any modifications.

To assign rights on a brand or a location to a restricted member, select the user concerned from Members > Restricted Members. From the Brands or Location tab select the relevant resource, set their access rights (Manager, Editor, Viewer) and click Save rights. The user will have access to the brand's data and the data of the brand's locations.

By Assignment:

• An Editor can view and modify the customer interactions to which they are assigned

• A Viewer can view the customer interactions to which they are assigned but cannot make any modifications.

To assign rights to a restricted member on the customer interactions to which they are assigned, select the user concerned from Members > Restricted Members. From the Assigned Interactions tab, enable the Give access to assigned interactions option then set the user's rights on these resources (Editor, Viewer) and click Save rights.

💡 Assigning rights by assignment can make sense if:

• you do not want to grant a user rights over all customer interactions of a brand or a location but only to a reduced scope (e.g.: give access only to the Emails of location A).

• you want to grant a user rights on customer interactions according to certain conditions, regardless of the brand or location concerned (e.g.: give access only to Survey-type interactions across all brands and locations).

To define assignment rules, proceed with manual assignments or use the assignment feature of the workflows.

Add a restricted member

Go to Settings by clicking your avatar at the top right of your screen, then access the Members menu and the Restricted Members tab.

Click the Invite button, enter the user's email address and then click Add.

The invited user receives an email invitation to set up their account and join Fullwhere. For security reasons, invitations to join your workspace expire after 7 days. The invited user will not be able to sign up to Fullwhere after this period. To resend an invitation to a user who has not completed their registration, click the three dots on the row corresponding to their profile and then click Resend invitation.

Once the member is added, click on their profile to configure their access rights, that is, the locations or brands they should have access to.

Remove a restricted member

To remove a Restricted Member, go to Settings by clicking your avatar at the top right of your screen, then access the Members menu and the Restricted Members tab.

You can use the text search bar to find the user to remove. On the row of the concerned user, click the three dots then click Delete.