How to add, edit, and deactivate users

You can manage all user accounts from the Users tab in your Contentsquare Console. This is where you can create, edit, or deactivate all user accounts linked with your account. The Users tab also displays user information like account status, number of assigned teams, number of projects, and last connection date. 

Create a new user

1. Open the Console.

2. Click Users.

2. Click the '+ New user' button 

3. Fill out the new user form.

• Required fields: First name, Last name, and Email.

4. Set the user’s role for the selected projects.

• Learn more about user roles in the User roles section below.
• If you want to give the user an Admin role, use the Administration Role dropdown.

5. Click Create.

After user creation, they will get an email with a link to set their password and log in to Contentsquare.

User roles

There are five levels of user roles with different access levels.

CS Live Only

Users with the CS Live Only role can only access Contentsquare data through the CS Live Chrome extension.  For any projects they have access to, they will be able to load the project in the extension and view data overlaid directly onto their live site's zones. This role is best suited for users who only need quick access to page element data (e.g., number of clicks on a CTA, homepage scroll rates) but will not need to perform in-depth analysis.

Viewer

The Viewer role allows the user to access the Contentsquare platform (app.contentsquare.com) and can perform analysis on existing mappings, goals, and segments. This role is great for new users and users who are not comfortable setting up their own analysis.

Analyst

Analysts have access to create goals and segments but can only use mappings created by Experts. This role is designed for users who will be performing analysis and therefore need to create unique segments, but are maybe inexperienced with mappings.

Expert

Experts can do it all. They have full control of the platform and can edit and delete all mappings, goals, and segments for their projects. This is the only role that can create and edit mappings. The Expert role should be assigned to power users who are trained and comfortable with using the Mappings, Segments, and Goals features.

Administrator

You can assign users account administration rights which will allow the user to access the Console and create users, edit users, and manage teams and projects. You can have multiple administrators but this role should be limited to the necessary personnel. By default, every account has one Admin user assigned by Contentsquare. Administrators can do everything Experts can. 

Users can access the following features and modules based on their roles:

For the Voice of Customer module, users can have the following permission levels:

• Read: Users can only access responses, but are unable to create new surveys or modify existing ones.
• Write: User can read responses, create new surveys, and modify existing ones.
• Admin: Users have read and write permissions and can set up integrations. 

You can define default roles per project for your Teams, then when you add a user to a particular Team, the Console will automatically assign them to the default roles you've defined for your projects. 

Edit a user

To edit user information, click the see more options menu '...' and select 'Edit'.

Deactivate a user

To deactivate a user's Contentsquare account, click the see more options menu '...' select 'Deactivate'.

To reactivate a user, reach out to your account team or submit a ticket for our support team.

Remove a user from a team

Click on the user name to view their team and project access. You can also remove the user from assigned teams using the delete icon: