(update June 2019, a quick video walk through adding a user: https://youtu.be/6PpSKY3irew)
With our major website update in November 2014, we added support for company accounts, which can have multiple users. These multi-user accounts allow for much more extensive sharing of billsheets and stakeholder pages than was possible before.
In order to add users and give them rights, log in to your account, and then pull down the new account menu in the top left corner:
This menu has several new options, we will focus on “manage users” in this blog post (note: only the company administrator will have the manage users option in this menu; only the company administrator can add and remove users). After choosing manage users you will be shown a list of all the users in your company account. If you had previously shared billsheets or stakeholder pages with others, those people have been automatically added to your company account. Click edit next to each users name to look decide what billsheets you would like them to be able to see and what rights they should have. You can also delete them from your account with the delete button at the bottom of the edit screen.
Adding new users is very easy. Simple choose manage users from the new account menu, and then choose the add user button at the top of the user list:
You’ll need to enter the user’s name and email address. That person will then get an email inviting them to set up a password with BillTrack50, or if they already have set up their BillTrack50 account, they will get an email letting them know they can now see the billsheets you’ve shared with them.
The first set of rights is the user groups.
Assigning a user as an administrator overrides all permissions set at the bill sheet level (as explained below). A bill sheet administrator has the rights to assign permissions to other users as well as changing the bill sheet search parameters. Other groups allow similar rights for stakeholder pages, regulations, and templates.
The second set of rights is the Bill Sheet Rights.
You decide billsheet by billsheet what you want a user to be able to do.
- None means the user won’t be able to see the sheet at all.
- Admin lets the user assign users, change the sheet name, modify the query, make comments; basically they can make any changes except delete the billsheet.
- Modify allows the user to modify the query and x out bills from the bill sheet, as well as leave comments.
- Comment allows a user to add comments to your custom column, but they won’t be able to x out bills or make other changes to the bills or billsheet.
- View allows the user to see the bill sheet. They can filter ,sort, export, and see the map, but they won’t be able to make comments or other changes.
All users that aren’t set to “None” will see the bill sheet change alerts, as well as be able to set up email alerts if they so desire. They can also access the widget.
The Stakeholder Page Rights and other rights work in a parallel fashion. You can also go to the manage tab on a single bill sheet and see what users have what rights for that specific sheet. You can add or remove users and user rights at any time.
Please reach out to Karen@LegiNation.com if you would like help setting up your users, or if you would like to schedule a group training to show all of your users how to use the bill sheets you have shared with them.
About BillTrack50 – BillTrack50 is a user friendly free service that provides legislation research in all 50 states and federally. BillTrack50 also offers legislation and regulation tracking across the nation with tools to help organization stay on top of changes (bill sheets and alerts) and share legislation they are tracking with key stakeholders (legislator scorecards, widgets and stakeholder pages). If you are interested in learning more about how BillTrack50 saves organizations time and money, sign up for a demo and try it out BillTrack50 Pro for a month, for free.