{"id":46031,"date":"2018-08-30T10:09:59","date_gmt":"2018-08-30T10:09:59","guid":{"rendered":"https:\/\/www.sogolytics.com\/help\/?page_id=46031"},"modified":"2025-08-22T23:50:49","modified_gmt":"2025-08-22T23:50:49","slug":"introduction-manage-sub-users","status":"publish","type":"page","link":"https:\/\/www.sogolytics.com\/help\/introduction-manage-sub-users\/","title":{"rendered":"Introduction to User Management"},"content":{"rendered":"<p>Sub-accounts are a great way to delegate work within your Sogolytics account. You may create sub-users and assign them permission for Projects, Lists, Saved Reports, Project Calendar, Custom Labels and Text, and Salesforce. This means they only see the relevant data and tasks and everything else is hidden from them.<\/p>\n<div style=\"position: relative\"><div class=\"loader-parent-overlay\" style=\"display: none;position: absolute;background: rgba(0, 0, 0, .35);width: 100%;height: 100%;\"><div class=\"loader-parent\" style=\"display: block;\">\n<div class=\"line\"><\/div>\n<div class=\"line\"><\/div>\n<div class=\"line\"><\/div><\/div>\n<\/div><iframe loading=\"lazy\" id=\"iframeId\" class=\"to-animate-elem help-vid-class embed-responsive-item\" data-src=\"https:\/\/www.youtube.com\/embed\/_spvfXzxOFI?rel=0\" src=\"\" width=\"100%\" height=\"339\" data-animate=\"fadeMaxUp animated\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<p>You may even have someone \u2013 who might not even hold a Sogolytics account \u2013 serve as a Workflow Manager. This person will receive an email notification if a sub-user who needs approval to publish is ready to go live.<\/p>\n<p>You will find User Management at the bottom left of the menu in Account Settings. Here, you can create, edit, or set permissions for sub-users. Once you have set up an account, invite your new user by sending an activation email that includes login instructions.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sub-accounts are a great way to delegate work within your Sogolytics account. You may create sub-users and assign them permission for Projects, Lists, Saved Reports, Project Calendar, Custom Labels and Text, and Salesforce. This means they only see the relevant data and tasks and everything else is hidden from them. You may even have someone \u2013 who might not even hold a Sogolytics account \u2013 serve as a Workflow Manager. This person will receive an email notification if a sub-user who needs approval to publish is ready to go live. You will find User Management at the bottom left of the menu in Account Settings. Here, you can create, edit, or set permissions for sub-users. Once you have set up an account, invite your new user by sending an activation email that includes login instructions.<\/p>\n","protected":false},"author":26,"featured_media":0,"parent":0,"menu_order":294,"comment_status":"closed","ping_status":"closed","template":"sogo_new_design.php","meta":{"footnotes":""},"categories":[203],"tags":[286],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Introduction How to Manage Sub Users | Sogolytics<\/title>\n<meta name=\"description\" content=\"You may create sub-users and assign them permission for Surveys, Lists, Saved Reports, and Survey Calendar. 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