Manage Users

Add User, Edit a User or Import a list of Users into Spendgo. By uploading the required information in CSV format, you can import user settings, SMS schedule limitations, and store permissions. You can also use this operation to update users, using their email as the unique identifier.

Things to Know

• You must be a Dashboard Admin user to manage the Dashboard users.

• When opening a Downloaded CSV Report file of your users from the Dashboard in Excel, it's often better to import the data rather than directly opening the file. This allows you to specify the correct encoding (UTF-8) and delimiter settings.

• Be cautious when saving CSV files from Excel, as it may change the encoding to a non-UTF-8 format. If possible, use "Save As" and explicitly choose "CSV UTF-8 (Comma delimited) (*.csv)". Excel may sometimes reformat your file during the saving process, so it's advisable to check your .csv file in a text reader to verify that the rows intended for import are properly formatted. If certain rows fail to import, it could be due to either corrupt data or incorrectly formatted rows.

• When importing users, they can only be given permissions to stores with an “open” status.

Add New User

1. Navigate to Settings / Users.

2. Click + Add User.

3. Enter the User details:

   

   1. First Name: The user’s first name

   2. Last Name: The user’s last name

   3. Email: The user’s email (this must be a unique Dashboard email)

   4. Password: The user’s minimum 8-character password. Password should contain once capital letter, one small letter, 1 number and 1 special character.

   5. User Description: The user’s description can be used as an identifier, such as “AZ Franchisee”

   6. Role: The values must match exactly one of the following options. Learn more about Dashboard User Permissions:

      1. Admin

      2. Marketing Manager

      3. Customer Support

      4. Tech Support

      5. Franchisee - Insights

      6. Franchisee - Insights & Support

      7. Franchisee - Insights & Marketing

      8. Franchisee - Insights, Support, & Marketing

      9. Employee (limited access to Spendgo lite only)

   7. Store Permissions: Select the store data the user should have access to view. Store permissions can be set for all role types except Admin roles where all stores are permitted. If no stores are specified, the user will have permissions to all stores.

      1. Example: San Francisco; Reno; Dallas; New Orleans; Atlanta; New York

   8. Send Limit Per Day: The maximum number of SMS messages a Franchise User can schedule within a single day. This setting applies only to accounts with the Local Store Marketing (LSM) feature enabled. If your account does not use the LSM feature, leave this field blank.

   9. Send Limit Per Week: The maximum number of SMS messages a Franchise User can schedule within a week (Sunday to Saturday). This setting is only applicable for accounts with the LSM feature enabled. If your account does not have the LSM feature, leave this field blank.

   10. Send Limit Per Month: The maximum number of SMS messages a Franchise User can schedule within a calendar month. This setting applies only to accounts with the LSM feature enabled. If your account does not use the LSM feature, leave this field blank.

4. Click Add New User.

Edit User

1. Navigate to Settings / Users.

2. In the user row you want to edit, click Manage / Edit.

3. Enter the User details.

   

4. Click Save Changes.

Import Users

1. Navigate to Settings / Users.

2. Click the Import Users link.

3. Drag and drop or select your formatted CSV file for import.
   Important: Ensure your file follows the Formatting Your File guidelines.

4. Click Import button.

Formatting Your File

Please follow these file formatting header rules before uploading your Inventory:

Download a sample CSV file

• Your file must be in a comma-separated value (CSV) format. We recommend saving as a UTF-8 file to preserve any special character formatting.

• Ensure your files do not include any duplicates. The User email must be unique.

• Headers should always be present. The column headers are:

  • First Name: The user’s first name

  • Last Name: The user’s last name

  • Email: The user’s email (this must be a unique Dashboard email)

  • Password: The user’s minimum 8-character password. Password should contain once capital letter, one small letter, 1 number and 1 special character.

  • User Description: The user’s description can be used as an identifier, such as “AZ Franchisee”

  • Role: The values must match exactly one of the following options. Learn more about Dashboard User Permissions:

    • Admin

    • Marketing Manager

    • Customer Support

    • Tech Support

    • Franchisee - Insights

    • Franchisee - Insights & Support

    • Franchisee - Insights & Marketing

    • Franchisee - Insights, Support, & Marketing

    • Employee (limited access to Spendgo lite only)

  • Store List: A semi-colon separated list of open store names (these must be entered exacty as they are stored in the Spendgo system, navigate to your Settings / Store page for reference). Store permissions can be set for all role types except Admin roles where all stores are permitted. If no stores are specified, the user will have permissions to all stores.

    • Example: San Francisco; Reno; Dallas; New Orleans; Atlanta; New York

  • Send Limit Per Day: The maximum number of SMS messages a Franchise User can schedule within a single day. This setting applies only to accounts with the Local Store Marketing (LSM) feature enabled. If your account does not use the LSM feature, leave this field blank.

  • Send Limit Per Week: The maximum number of SMS messages a Franchise User can schedule within a week (Sunday to Saturday). This setting is only applicable for accounts with the LSM feature enabled. If your account does not have the LSM feature, leave this field blank.

  • Send Limit Per Month: The maximum number of SMS messages a Franchise User can schedule within a calendar month. This setting applies only to accounts with the LSM feature enabled. If your account does not use the LSM feature, leave this field blank.

  • Billing Status: Leave blank, this is auto-generated in reports.

  • Timezone Display Preference: The values must match exactly one of the following options:
    Note: this feature currently has no impact on the display.

    • America/Los Angeles

    • America/Chicago

    • America/Denver

    • America/New York

    • America/Phoenix

    • America/Puerto Rico

    • America/Guam

    • US/Hawaii

    • UTC