As an Admin, you will need to add, modify, remove and offboard users in Denim Social. You'll also need to take the appropriate steps when there's a change in social account ownership. Below are step by step instructions on how to manage your users.
ONBOARDING
Add New User
To begin creating a user, click on the Administration tab and then Users in the left sidebar menu. Next, click the Add User button on the top right side of the screen.
On the Edit User page, the first section you see is their Personal Info. Add the First Name, Last Name, and Email Address of the user. The phone number is optional. There's a drop down menu to assign the correct Time Zone.
The time zone is important because it affects when scheduled posts are sent to their social networks. The end user also has the ability to update their time zone.
The next section is the Institution Settings for this user. Here you will choose their Role (Admin, User, etc) and User Group. Check out our User Group and Roles in Denim Social Help center articles for more details. You can elect to activate Email or SMS Multi-factor Identification (MFA) at this time. Their MFA settings can also be modified by the user. Once you have entered all the correct info, click Save to create the new user.
Within the next few minutes, your newly created user will receive a welcome email with directions on how to log in and a randomized temporary password. Once they have logged in to Denim Social, they can choose their personalized password for future logins.
2. Adding user social accounts
If users have a social account to be posted on, they should connect them during onboarding after they have received their welcome email.
3. If the admin plans to post on behalf of many accounts at once
Once social accounts are connected to Denim Social, admins can add the accounts to Account Groups in order to post on behalf of multiple accounts efficiently. If using link variables, it is smart to set them up for newly onboarded user accounts at this time.
4. Errors Adding a New User?
Did you receive an error message that the user already exists, but you don't see them anywhere in the user list? "User with this email address already exists."
The most common cause of this error is that the user was previously active and was then deleted. Because Denim Social never completely erases a user email, the system recognizes that it still exists. Our support team can help you make that user visible again.
OFFBOARDING
Delete the User - Deleting the user will remove their ability to log in to Denim Social.
Click on the Administration tab and then Users in the left sidebar menu. Here you will see the list of active users in Denim Social. To delete an individual user, click the trash can icon to the left of their name.
A pop up window will confirm the user deletion. Click on the "Delete" button once you have confirmed their name to complete the deletion.
2. Remove User's Social Networks - If a user had any social networks connected to Denim Social, those will need to be deactivated or removed to prevent posts from being published to their pages.
Click on the Social Networks tab and then Accounts in the left sidebar menu. Review the list for any social networks associated with a Removed User.
If you need to pull data first from the social networks, you can temporarily disable the pages connected to it by clicking the drop down arrow at the far right of the social network and toggling off the pages connected there. This will prevent post from being published to those pages while you pull the needed data.
If you are ready to remove the social network, simply click the trash can icon under Actions. A pop up window will confirm the Social Network deletion. Click on the "Delete" button once you have confirmed their name to complete the deletion.
FYI - Removing the Social Networks will remove them from any previously scheduled posts, Social Network groups, and from any link variable you had created (if applicable).
Transferring social account ownership
When someone leaves the company and owns a social account page that needs to stay in the company's ownership, it is imperative that the appropriate measures are taken to change the social account ownership to the new contact (we highly recommend that more than one person has full admin access on the account just in case).
On the Social Networks
The majority of this change happens on the actual social network side, not in Denim Social. Ensure that the new contact has full admin access on the company/users' Facebook, Instagram, LinkedIn and Twitter pages. For Facebook pages, make sure that they are part of the correct Business Suite and that the new contact has access to that as well.
In Denim Social
It's likely that the social accounts need to be reconnected by the new contact once they have full admin rights over the accounts. This is to ensure that Denim Social is connected to the right profile/account token, and not the old owner's profile. Remove the previous contact's network connections, and connect the pages via the new contact's profiles.
Plan accordingly - If posts are already scheduled through the previous contact's connection, they will fail if you delete the connection and replace it with the new contact's connection.
To edit a user, click on the Administration tab and then Users in the left sidebar menu. Here you will see the list of active users in Denim Social. To edit an individual user, click the pencil icon to the left of their name.
You can modify their Personal Info and their Institution settings. For more details, click here. Once you have made the changes needed, click the "Update" button.