How to add/delete an Account and User?

How to add/delete an Account and User?




To be able to add/delete an Account, follow the steps listed below:


A. Add New Account


STEP 1: In the top menu bar of your LetSetCom Dashboard, go to the “Sidebar” as shown in the screenshot below.


STEP 2: Click on “Add New Account”.


STEP 3: Enter your “Company Name”, “Domain/Website Name” and click on “Move To Next Step”


STEP 4: Now, you need to install the LetSetCom code to your website where you wish to display the LetSetCom campaigns. You can install the code/pixel in 2 ways:


1. Add the LetSetCom code/pixel yourself


a. In order to do so, click on “I will install it myself”.


b. Copy the LetSetCom code and paste it in the <head> tag of your website. After pasting the code, click on “I confirm”.

      

c. Once you have confirmed, click on “Move to Dashboard”.    


Please note that you may want to use our WordPress plugin, in case you have a Wordpress website.

For any other website types particularly based on different platforms or for installation methods via Google Tag Manager, you may want to refer to our platform specific guides or integration via Google Tag Manager.


2. Send the code to your Developer or Teammate.


a. You can directly send the LetSetCom code to your team member by clicking on “Send to a teammate”.

b. Enter the Email of the teammate & click on “Send Code”.

    


B. Delete Existing Account


STEP 1: In the top menu bar of your LetSetCom Dashboard, go to the “Sidebar” as shown in the screenshot below. 


STEP 2: Click on “Settings”.


STEP 3: Click on “Accounts”.


STEP 4: Then, pick the account you wish to delete and click on the “Delete” button which is right next to that particular Account Name.


STEP 5: A card will appear on your screen asking you to confirm, click on the “Delete” button again to be able to finally delete the account.




To be able to add/delete a user, follow the steps listed below:


A. Adding New User


STEP 1: In the top menu bar of your LetSetCom Dashboard, go to “Settings” and then click on “Users”


STEP 2: Click on “Add New User”.


STEP 3: Once you have clicked on Add New User, a card will appear on your screen. Fill in the Name, Email of the user & select a Role for him/her.


There are 3 types of User Roles you can choose from:  


  1. Admin - He/She can perform all functions but cannot add a User/Account in the LetSetCom Dashboard. Only the account owner can do that.

  2. Editor - He/She can only Create Campaigns and view their Reports.

  3. Analyst - He/She can only view the reports.


STEP 4: Once you have filled in all the details, click on “Send Email”.



B. Delete Existing User

STEP 1: In the top menu bar of your LetSetCom Dashboard, go to “Settings” and then click on “Users”


STEP 2: Select the “User” that you wish to Delete.


STEP 3: User Details will appear on the same page. Click on “Delete User” to be able to delete that user. He/She would get an email regarding the same.







Note: If you are unable to find what you were looking for here, please feel free to reach us anytime at support@letx.co.


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