How to Add & Unlock Users within your Account

This Guide Will Show You How to Add and Unlock Users Within Your Mention Me Account. It Also Explains the Different Permissions Available to Each User Type. 

Who Can Add or Unlock Users?

Only users with full Administrator access can add or unlock user accounts.

How to Add Users

1. Click "Settings & tools"
2. Click "Manage users"
3. Click "Add User"
4. Enter the new user’s email address.
5. Click "Add user"
6. Enter the user's "First name" and "Last name"
7. Select the role relevant to the new user. 
8. Be sure to also set a Contact Type. This determines whether the customer will receive communications such as Voucher Alerts, which is essential to ensure the appropriate individuals are notified when reward levels are low."
9. You can also add users across multiple accounts, such as locales or brand names. To do this:
10. Under "Add user to merchant" type the name of any additional merchant accounts you would like the user to have access to.
11. Click "Save"

Once a new user has been added, they will receive a welcome email from the platform asking them to create their platform login.

Account Permission Levels

Mention Me has a hierarchy of different roles, which grant access to different parts of the platform. The table below shows the roles and their permissions.

If you would like your permissions upgraded to perform certain tasks, please speak to the owner of the Mention Me account in your company. The Mention Me team cannot provide access without authorisation from someone in your account with the necessary permissions.

How to Unlock Users

All user accounts will be locked automatically for inactivity after 90 days.

1. Click "Settings & tools"
2. Click "Manage users"
3. Click "Disabled" tab.
4. Locate the disabled account. Click user settings menu (3 dots)
5. Click "Enable account"
6. A notification will appear: "This user can log in to the platform again"
7. If you use Single Sign-On (SSO) to access the platform, the unlocked account will be able to sign in again without resetting their password.
8. If you do not use Single Sign-On (SSO), you will need to send the user a password reset email:
9. Click "Active" tab.
10. Locate the enabled account. Click user settings menu (3 dots)
11. Click "Send password reset email"
12. The user will then receive an email asking them to reset their password. Once completed, they will be able to access the platform again.

Why Is an Account Locked?

We lock accounts to reduce the likelihood that someone has access to the platform when they shouldn't. Our platform contains sensitive data, so removing inactive or unused accounts helps protect both our and our clients’ data.

There are a few reasons an account might be locked:

• A user can be explicitly, manually locked by editing their profile and ticking the "Account is locked" option.
• A user can be locked if they are given the "No Login" role.
• If a user hasn't logged in within a set period, we consider their account deactivated and lock it as a security measure. There are three scenarios:
  • The user has logged in before, but hasn't logged in within the last 6 months.
  • The user has never logged in, and it's been over 1 month since their account was created.
  • The user is attached to a Merchant which is churned (this happens at 4:47am on a Saturday).

If a user requests to be unlocked on a Friday but doesn't log in until Monday, their account may get re-locked on Saturday due to the automated process.

Both users using a password and those using Single Sign-On (SSO) can be locked. However, only password-based users will need a password reset email to regain access.