Organizing and managing user accounts is essential for smooth operations in your organization. Further provides a simple way for you to add and manage users. 

In this article, we’ll go over how to create and manage your user accounts.

Note: Only Corporate users can create User Accounts, manage community access, and make updates.  and make updates to them. 

• Understanding Regional and Member Users’ Access
• Add User
• Check Invitation Status
• Find a User Account
• Edit User Accounts
• Delete a User Account

Understanding Regional and Member Users’ Access

Regional users can see/receive the following for all communities assigned to them:

• Weekly Friday 30-day Analytics email
• Weekly Messaging Assistant email
• Access to Stats
• Access to All Conversations with the ability to respond to prospect messages
• Access to view (but not edit) Messages
• Access to update Communities
• Access to Pricing, Discounts, Contact Info, Job Applicant Emails, Community Groups, CRM, Instant Answers and Email Integrations

Member users have access to a limited dashboard for all communities assigned to them including the following:

• Weekly Remove Prospect from Outreach email
• Access to Schedule Message
• Access to All Conversations with the ability to respond to prospect messages
• Access to Pricing, Discounts, and Contact Info
• Access to Pricing, Discounts, Contact Info, Job Applicant Emails, and Email Integrations

Add User

Open your Further Dashboard and click Settings in the left menu. Click User Accounts in the General submenu. 

The User Accounts page will open. Click Add user in the top right. 

The Create user account page will open. 

Enter the email address of the user under the Email field. 

Use the Type dropdown to select the user access permissions. You can select Regional or Member (Community user). 

Regional users have additional options. By default, Regional users will receive weekly analytics reports.  Click the Trailing 30 days analytics report frequency dropdown to select a different interval for the reports or click Never to prevent the user from receiving them. 

You can also hide dashboard access from the report by toggling the Remove Dashboard Access From Report switch to the right. 

If you would like a separate analytics report based on the owner of the communities, toggle the Separate Report per Owner switch to the right.

Click the Communities dropdown to select what communities the new user can access. You can select one or more communities. If a user needs access to all of the communities, click Select All to the right of the field. 

If you added a community by accident, click the X next to the community name to remove it. 

Once you have entered the user email and permissions, it’s time to send an invitation to the new user. Make sure the Send Invite switch is to the right, making it a bright blue. 

If you would like the invitation to expire after a certain number of days, enter the number in the Invite expires in days field. 

When you’re done, click Create in the top right. 

Check Invitation Status

You can check a new user’s invitation status on the User Account page. A checkmark under the Invited column means that a new user was created and an invitation was sent to the user. 

A checkmark under the Logged In column means the user used the invitation to log into Further.

Find a User Account

Open your Further Dashboard and click Settings in the left menu. Click User Accounts in the submenu. 

You can scroll through the user emails looking for the user, or use the search bar at the top to find the user quickly. In the search bar, you can search by the user’s name or email address.

Another option is to filter users by community. Click the Any community dropdown and select the community you want to view the users of. 

Edit User Accounts

Once you have found the correct user account, click on the paper icon in the Action column to edit the user. 

You can also click on the eye icon in the Actions column to view the user account. 

Once the User details page opens, there will be an option and you can click the Edit button in the top right. 

You can update a user’s Type and the communities they have access to. The ser email cannot be changed.

When you’re done, click Update in the top right. 

Delete a User Account

Warning: Use caution when deleting a user account as this cannot be undone. 

Once you have found the correct user account, you can delete it from the system. Click on the eye icon in the Action column to open the User details page. 

Hit the Delete button in the top right.