Multi Users

Adding Users to your ClickTale Project (Multi-User)

ClickTale offers the option to add more users to a project, so that they may log in to watch recordings and other data available for your account.

User availability is subject to the terms of your plan or contract. To discuss this, please contact your Account Manager.

There are two types of user roles in the system:

Admin: Administrator - Has full access to all the available features in the account.

Analyst: A role that allows users to view heatmaps, recordings and other analytics tools, but not to manage the account or subscription.

Creating multiple users allows you to:
 * Limit privileged access to projects - Only Administrator can modify important settings.
 * Allow better personalization for users (Example: save personalized report settings under the user's name)

Adding a user
Once users have been defined for you in the system, an Administrator can add their details and allow them to activate their account.

1. Log in to your account and click the Users Management menu.

2. Click the Account Users menu option.

 3. Click the New button

4. Fill in the new user's details in the pop-up window.

Make sure the User name you type is the valid email address of the new user. The invitation will be sent to this address. 



 5. Click the Save and send invitation button.

User Activation
The appointed users receive an email requesting them to activate their accounts by clicking a link.



The link leads the new users to a password selection form. They should type in a password and click Submit.



Once the new users have activated the account, they can log in and view or change data as allowed by their user type.

User Administration
The following actions can be performed from the Projects >> User Management >> Account Users menu by an administrator:


 * Adding new users (If plan allows)
 * Editing user details
 * Deleting an existing user - A slot for a new user will become available.
 * Re-sending an invitation to a user - If the user has lost the email or has not responded.



The administrator can also control the access of users to different projects, using the Project Settings >> User Access menu.

By default, all users have access to all projects, and have to be removed from the access list if you want to deny them access.

Administrators can only revoke access to analysts, not to other administrators.



When a user’s access to a project is revoked, that project will not be available in his/her projects list.