Add Users / Manage User Roles

• Add A New User
• User Roles
• New User Passwords / Login
• Delete Users
• Change User Roles

As an Administrator of your Seatrobot account, you can add users to your account and give them different roles. The roles you assign them determine what access they have to your account and what tasks they can perform.

To add users to your account, you must be the Primary Contact, or have been added as an Administrator.

From Dashboard, click on the Cogs icon in the dark purple navbar to access your account admin section. Then click on 'Users'.

On this page you can view your team, edit their details and assign their role, delete users and add new users to your account.

Note: your account will have a maximum number of users, based on your subscription. If you need to increase your user limit you can do so by attempting to add a new user and Seatrobot will prompt you to purchase a new user access subscription.

Add A New User

To add a new user, click the 'Add User' button.

First, enter the email of the individual you wish to add, and click 'Check Email' to make sure the email is not already in use or deleted.

Then, select the preferred User Role for the new user and add their personal details. There are three roles:

User Roles

1. Administrators

   • Admin access: Administrators can access all admin features (all pages accessible via the cogs icon in the purple navbar), including managing organization settings, adding / deleting users, editing default email templates, monitoring account usage.

   • Contacts access: Administrators can access the account Contacts section, add / delete contacts, create Tags and Contact Lists, manage email settings.

   • Create New Events: Administrators can create new events and set themselves and others as Event Managers. All events are available for viewing to all Administrators.

2. Team Members

   • No admin access

   • Contacts access: Team Members can access the account Contacts section, add / delete contacts, create Tags and Contact Lists, manage email settings.

   • Create New Events: Team Members can create new events and set themselves and others as Event Managers. All events are available for viewing to all Team Members.

3. Viewer Access

   • No admin access

   • No Contacts access

   • Cannot create new events

   • Can access, manage and view any event they have been specifically set to access. For information on specifying which events Viewers have access to, click here:

New User Passwords / Login

After you save your new user in user admin, they will appear in your user list. Seatrobot will automatically send them a welcome email, with a link to go set their password and make their initial login.

For security reasons, password re-set and creation links in user emails last for 60 minutes before needing to be re-set. If your new user does not click their link in time, you can generate a new email / link for them by clicking on the email icon in their row on your user admin page:

Alternatively, the user can themselves go to https://www.seatrobot.com, click the 'Login' link, and then select 'forgot password'. They will be prompted to add their email address and they will receive a password-reset email allowing them to create a password and login for the first time.

Delete Users

To delete an existing user, click on the edit icon at the start of their row. Then in the edit user dialog, click the 'Delete User' button.

Change User Roles

To see or change the role of any user in your organization, click on the shield icon in their row. This will open the Roles dialog. From there you can select which role checkbox you wish to apply to the user, and Save