How to manage your team's users
Movement within your team? If you are a Super User, you can update user profiles within your organization. Contact your Account Manager to manage Super Admin Status.This includes options for adding new users, bulk-adding multiple users, and deactivating users as needed.
Once you enter your account, click on your initials in the top left corner to open the drop-down menu and select the Organisation option.
From here, select the Users option from the top menu.
View all users by scrolling through the list or find a specific user by utilizing the Search Bar in the top left, you can search for users by name, email, mobile, or team.
Display deactivated users by toggling the Show Deactivated Users button next to the Search Bar.
Adding Users
Select the + Add User button in the top right corner.
Fill in the appropriate fields, then select the Add User button in the bottom right of the Add User window. Ensure to provide the required details in the fields, such as First Name, Last Name, Email Address, and the appropriate Team as these are mandatory for adding a new user.
All added Users must be approved by your Cision Account Manager before they will appear in the platform
Alternative: Adding Users via Customer Support
If unable to add users directly, you can contact Cision Customer Support or your Account Manager with the required details (First Name, Last Name, and Email ID). Support can add the user on your behalf and send the welcome email to complete the account setup. After their addition is approved, the new user will receive a welcome email with a temporary PIN. This PIN allows them to log in and set up their account.
Bulk Add Users, Adding Teams, and Exporting Users
Clicking the drop-down menu next to the + Add User button in the top right will give you access to +Bulk Add Users, +Add a Team, and Export Users.
To Bulk Add Users, select the + Bulk Add Users button from the drop-down next to the +Add Users button in the top right corner.
This will open the Bulk Add Users window where you can:
Downloads the demo.csv guide
Fill in the appropriate User fields
First Name, Last Name, and Email are required for each user
Then upload the CSV and select the send for approval button in the bottom right
All added Users must be approved by your Cision Account Manager before they will appear in the platform
To add a Team, select the + Add a Team button from the drop-down next to the +Add Users button in the top right corner.
This will open the window where you can:
Assign the Team Name
Search for members using the Search Bar
Add Users to Teams by selecting the check box next to the appropriate User(s)
Save the Team using the Save Team button in the bottom right corner
To Export a list of users, select the + Export button from the drop-down next to the +Add Users button in the top right corner.
This will download a CSV with the list of Users within the platform including the following:
First Name
Last Name
Email Address
Mobile Phone Number
Team
Removing (Deactivating) Users
Using the ellipsis button, you can view or update the following:
Update User Details such as name, email, mobile, or team.
Reset the User PIN.
To deactivate a user:
Navigate to the user management section.
Locate the user and click the ellipsis (...) button.
Choose Deactivate User to remove access. Similar to adding users, deactivation must also be approved by your Cision Account Manager before it takes effect.
All deactivated Users must be approved by your Cision Account Manager before they will show as deactivated in the platform
Click here to watch the Organization On Demand Video