Adding New Users in DXT360

DXT360 Analytics allows you to easily add and manage users who can access your platform workspace. Whether you're onboarding full-time collaborators or giving temporary access to trial users, this guide walks you through the process.

Please note that administrator permissions are required to add or manage users.

User Types in DXT360

Understanding user roles helps ensure you assign the right level of access. There are two user types:

1. Full User

• Has continuous access to the platform.
• The account remains active until manually deactivated by an admin.
• Ideal for internal teams, agency partners, or long-term collaborators.

2. Trial User

• Has 7-day access only.
• Cannot be recreated once expired.
• Useful for limited demos, client testing, or temporary evaluation.

How to Add New Users

Admins can easily add new team members to the platform and control their access to various DXT360 apps. Follow the steps below to add a new user and configure their access settings.

Go to the account section in the main navigation menu and click on ‘Manage Users’.

Click the ‘+ Add User’ button at the top right of the page to begin the user creation process.

The next step is to complete the following required information:

• User type
• Name
• Email address
• Phone number connected to WhatsApp
• Password (user can reset this later)

Once completed, click the ‘Continue to App Activation’ to proceed to the next step.

Select which DXT360 app(s) the user can access.

If DXT360 Analytics is selected, you can further customize the user's access:

• Campaigns: Assign access to one or more active campaigns.
• Dashboard: Specify which dashboards they can view.
• Set Dashboard Limit: Enable this option to restrict the user’s ability to create new dashboards.
• Access Permissions: Toggle permissions to allow the user to edit sentiment data or delete posts.

Click ‘Confirm’ to finish the setup. The new user will receive an email with login credentials and access details.

Once a user is added, they’ll appear in the ‘Manage Users’ dashboard, where you can update their info, reset their password, or deactivate their access.

What If You've Reached the User Limit?

If your account has reached the maximum number of users allowed by your subscription, you won’t be able to add new users until space is made available.

Here’s what you can do:

• Remove inactive or expired users to free up available seats. This includes trial users whose access has ended or team members who no longer need the platform.
• Need more capacity? Reach out to your dedicated sales or customer success representative to request a user limit upgrade based on your current needs.

Need to edit existing users or manage user permissions? See “Managing Platform Users”.