Statusbrew has a flexible account hierarchy and permissions structure built for all organizations —from small to medium businesses, enterprises, and agencies. It is easy to manage users and provide different levels of access to them based on their responsibilities within the organization. This guide explains how to successfully add new users to Statusbrew and create user groups within Statusbrew in a way that suits your business needs.
In this Article:
Types of Users in Statusbrew
Add New User
Manage Users
Create New User Groups
Conversation Assignment in a User Groups
Manage User Groups
Types of Users in Statusbrew
Every Statusbrew organization has different user types with varying levels of access.
Primary Owner
The Primary Owner is the user who creates the organization and has complete authority over administrative features like billing, account settings, organization settings, and other owners. A Primary Owner can transfer ownership to another team user and even promote others to ownership roles.
Owner
An Owner in Statusbrew has control over billing features and organization settings for a particular organization in Statusbrew. Unlike the Primary Owner, an Owner cannot promote other users to ownership roles or manage other owners of an organization. Any owner can promote users to admin roles for better management of that particular organization and its users.
Note:
There can be only one primary owner for any organizations but multiple owners for the same organization can be created.
Admin
The Admin role grants full access to a user for all the features in the organization except the ability to manage billing. An Admin can further promote Regular users to the Admin role as well.
Regular User
Teammates onboarded to Statusbrew are set up to a regular user account. Depending on their roles in the organization's workflow, admins can add them to User Groups and configure their access to certain profiles/profile groups in Statusbrew.
To learn more about different permissions available in Statusbrew, check out this article - Managing Access Permissions
How To Change User Permissions In Statusbrew
To change User Permissions in Statusbrew, follow the given steps:
- Click on the Home button
in the top left of your screen to open Statusbrew Home and click on Settings - Click on Users. To mark someone as an Owner, the Primary Owner can click on the three-dot menu beside the user and mark the user you want as the Owner
- To mark someone as Admin. Primary Owners, Owners, & Admins can click on the user to open their details. Here, you can tick the "Mark as admin" option and hit "Save".
Add New Users
Begin inviting new users to Statusbrew by one of the following ways:
- Click on the Home button in the top left of your screen to open Statusbrew Home and click on Settings
- In the Settings menu, click on Users and click on Invite User in the top right corner
OR - There is an Add User/Profile icon
on the bottom left of the Statusbrew screen. Select Add User from the pop-up menu - On the next screen, enter user details and click Next
You can invite multiple users to Statusbrew at once. If you wish to remove any user from the list, you can click on the X icon in front of the user.
Manage Users
You can easily edit the permissions for a user or deactivate a user at any time.
To manage users in Statusbrew,
- Click on the Home button in the top left of your screen to open Statusbrew Home and click on Settings
- Go to Users, use the search bar to quickly find a user by their name or email address
- Click on the three-dot menu beside a user's name & select Edit Permissions to Mark user as Admin or Deactivate the User
Note:
Deactivating a user will immediately remove all access for this user from your organization and will not be counted against the user seats in your plan.
You can Activate a deactivated user again by simply searching for the user by their name or email, clicking on the three-dot menu beside a user's name, and selecting Activate User.
Create New User Groups
User Groups are a better way to bundle users together with similar responsibilities, tasks, and workflows in Statusbrew.
For instance, you can create a user group for marketing, one for customer success, and another one for the administrators. You can create as many user groups as you want based on your organization scale and structure. Once you have created a User Group, you can use it to provide access, assign & mention, and do so much more directly instead of managing each user.
Here's how you can use User Groups in Statusbrew.
1. Adding New Users
2. Approvers Selection
3. Assign Conversation
4. Group Mentions
5. Moderation Rules
6. Visibility Control
7. Team Reports
Learn more about how you can integrate User Groups in your workflow - Introducing User Groups & Profile Groups
To create a user group in Statusbrew,
- Click on the Home button in the top left of your screen to open Statusbrew Home and click on Settings
- In the Settings menu, click on User Groups and click on Create Group in the top right corner
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Start by giving your new User Group a name
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Now under the users field, you can search for any user that's a part of your Statusbrew organization and add them to your new User Group
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Once you're done adding new users, click on save
Conversation Assignment in a User Group
Statusbrew offers two different ways in which conversations are assigned amongst the member of a user group.
- Default Assignment: All the team members(users) in that user group will be assigned the same conversation
- Round Robin: The conversation is assigned in sequential order to users of that group
To customize the assignment pattern for a user group,
- From your Statusbrew home, navigate to Settings & click on User Groups
- Click on a user group to open the detail menu
- Under the "Choose an assignment method" tab, you can choose from Default or Round Robin Assignment option
- Once done, click on Save
Manage User Groups
You can also easily add/remove users to an existing User Group or remove it at any time.
To manage user groups,
- Click on the Home button in the top left of your screen to open Statusbrew Home and click on Settings
- Go to User Groups & click on the User Group you want to update
- You can now change the name, and add/remove users. To remove any user from a user group, click on the X icon beside their name
- You can delete the User Group by clicking on the remove button
OR
You can also delete a User Group by clicking on the three-dot menu in front of a User Group and clicking on the remove
Learn more about connecting and managing social profiles in Statusbrew - Connecting & Managing Social Profiles