How to Create Users the Manual Way

The BrightArrow superadmin will have a User Accounts button on their BrightArrow central home screen, or a User Management option in their Revere settings. The User Accounts/User Management section is used to create new users and manage the permissions for existing BrightArrow users. Once a user or user group is created by following the steps below, all system administrators will be able to view the new user's lists by clicking on the respective folder from the My Lists page in BrightView or the Contact Lists page in Revere. Administrators will also be able to see the message summary reports for the new user/user group on the Reports page. 

Types of users

There are 2 types of users:

1. Individual Users: These users only see lists that are specifically shared with them or that they make themselves.
   Ex: Any person who will be sending messages, reviewing BrightArrow reports, creating forms or newsletters, or really using BrightArrow for any reason. 
2. User Groups: These users allow for admin-created folders to share lists. The User Group creates a folder, then that folder can be shared with multiple Individual Users. When one individual makes a list and adds it to the User Group folder, the other individuals who that user group was shared with can see and use that list as well. 
   Ex: Administrative staff who all work for the same campus location should be able to see all contacts for that campus. Multiple individuals need access to the same lists, but only the lists that apply to their specific campus. 

**Note: You might also have alternate login accounts to a group, however we now suggest that all message senders be created as individual users. You can then share the user group with them instead of adding them as an alternate user to a group. 

Who can manage users?

Only the primary group account (superadmin) can manage users. There may be many users who are members of the primary group (admins) but only a superadmin can manage users. 

How to create an individual user in Revere

In Revere, you can find the section to create new users under Settings > User Management.

1. In your Revere navigation panel, click Settings.
2. The settings window will pop-up. Click on the User Management tab in the left panel. If you do not see User Management, you are not logged in as a superadmin. Contact your system superadmin for help. 
3. You will see all of your organizations user accounts. Click the button to "+Add Group or User."
   
4. You will see options to create a group user or an individual user. Select "User."
   
5. In the Profile & sign-in section, enter the user's information in the fields. 
   1. Login names must be unique. We recommend using the person's full email address to make the login process more straight-forward
   2. Passwords must be at least 8 characters in length with at least 1 number and no spaces
   
6. In the Message defaults section, review and complete each field as needed. Be sure to add a Recovery & alerts email address so the user can receive password reset links. Completing the other fields is optional depending on how you want their account set up. 
   
7. Determine the user's access level
   1. System Administrator for all groups and users - this gives the user full superadmin rights. They can adjust all settings, create and manage users, view all lists, and view all reports. Should be limited to one or a few individuals. 
   2. Access to all groups and users - this is for high level staff who doesn't need to be a full superadmin. They have access to all users' lists, folders, and reports but cannot create new users.
   3. Access to specific groups and users - all other users. If they are administrators who need to share access to a group folder, select the folder(s) they should have access to in the bottom section. 
      
8. Click "Create"
9. Notify the user of their login credentials. 

How to create an individual user in BrightView

"Individual users" can only see lists that are shared to them or that they've created themselves. 

1. Log in to the primary (superadmin) account
2. Select User Accounts

3. Click on Add User

4. Click on the "Individual User" tab on the left

5. Fill in the information for the new user:

1. Enter the user's first and last name.
2. For the User Login Name enter their full email address.
3. Assign them a password. Passwords must be at least 8 characters in length and contain at least one digit. 
4. If you want their phone calls to have their number as the caller ID, contact us to set that up.
5. Unless you know for sure you've set up SPF and DKIM for us, check the box for Use Displayed "From" Email only as Recipient of Reply Emails and enter the user's email address in the box. SPF and DKIM set up is required for messages to send from the email address. 
6. Enter the users email in the Email Address for Password Recovery box so that they can use the "forgot my password" function.
7. If you do not wish the user to be able to send voice, text, or email uncheck the corresponding box(es). By default they are all enabled for new users.
8. Click OK.
6. Notify the users of the login credentials you set up for them so they can login. 

How to create a group user in Revere

In Revere, you can find the section to create new users under Settings > User Management. Group users create folders so that you can easily share lists with multiple individuals. In your Revere navigation panel, click Settings.

1. The settings window will pop-up. Click on the User Management tab in the left panel. If you do not see User Management, you are not logged in as a superadmin. Contact your system superadmin for help. 
2. You will see all of your organizations user accounts. Click the button to "+Add Group or User."
   
3. You will see options to create a group user or an individual user. Select "Group."
   
   
4. In the Profile & sign-in section, enter the group's information in the fields. 
   1. Account names - We recommend using a name that will make sense to all users who see the folder. What you put here is what the folder will be called. For example "Upper Campus."
   2. Login names must be unique. Generally, no one will need to actually login as the group, but a login name is required for user management purposes.
      
   3. Passwords must be at least 8 characters in length with at least 1 number and no spaces. Passwords are required for security and user management purposes, even if no one is actually logging as the group itself. 
      
5. In the Message defaults section, review and complete each field as needed. Completing these fields is optional depending on how you want the account set up. 
   
6. Share the group with other users if you want them to have access to any lists you will be adding to it. Mark the checkbox next to each user or group user's name so they will be able to see the folder on their Contact Lists page. 
   
7. Click Create Group.
8. The user group is now created. You can add lists to the group in your Contact Lists tab. Find a list you want to share with the group and click on it. Under the List Settings button, select the group in the Users With Access section.