StoneShot Learning > Getting Started > Users
Users
Before you can access the StoneShot Platform, you’ll need a user account. This Username and Password has permissions specific to how you need to work.
Any changes you make (such as editing an email or importing and exporting data) are audited against your account, so it’s important that you don’t share your account with other users.
As a new user, we’ll send you a welcome email with a link to set your password and login.
Logging in
To login go to www.stoneshot.com, click on Login and enter your Username and Password.
Note that if you enter an incorrect Username/Password combination five times your account will be locked.
If you forget your username or password, you can click on Forgot? and complete your details as required on the screen here.
You will then be sent an email allowing you to reset your password. When you’re logged in you’ll see the Home page.
Accounts come in a variety of permission levels, as follows below:
| Role | Permissions |
| Viewer | Viewers can log in and look around the platform. All content is read-only to these users. |
| Owner | Owners can create, update and delete contacts. They can’t create any content and can view campaigns. |
| Author | Authors can create, update and delete all content. They can’t view contacts and can only view campaigns. |
| Standard | Standard users of the platform can manage content, contacts, campaigns and events. |
| Manager | Managers can do everything in StoneShot apart from creating new users and managing account settings. |
| Admin | Admins have total access to StoneShot. They can do everything including creating new users and managing account settings. |
Creating users
You’ll need to be an Admin to create a new user. Go to Options > Users – if you have Admin permissions, you’ll see a Users tab. If not, please contact your StoneShot administrator or email support@stoneshot.com and we’ll help.
So as an administrator, you’ll see how many Marketing and Sales licenses. If you need more seats, hit Request and your StoneShot account manager will be in touch. To create a user, click New User and you’ll see a popover like this.
Fill in all fields and click Save to setup the user.
Note: If your account has Single Sign On enabled, then the “Auto-create user” and “Enable Single Sign on” checkboxes need to be ticked, the user will then automatically be created upon saving.
If your account does not have Single Sign On enabled, then the Auto-create user and Enable Single Sign On checkboxes need to be unticked and the user will receive a New User email which they will need to open and click to complete their account.
Take a look at our User Management video below for more details.
FAQ
How many licenses do I have?
Go to Users on the Options menu and you’ll see two charts showing used and available Marketing Users and Sales Users. If you’re out of licenses and need more, you can either disable inactive users or click Request. Note note you need to have Administrator permissions to see and create users.