How to add an author, user and connect the two

Adding users and authors and connecting the two is a key way to ensure your teams have proper access to insights from Metrics for News and/or Source Matters. Here's a step-by-step guide.

• How to add a user 

1. Log into your account and click on the person icon in the upper, right-hand corner of the screen. 
2. Click on “Settings.” 
3. Click on “User accounts” under the “People” section.
4. Click “Add new user.” 
5. Enter the email address of the person you would like to add and then choose what level of permissions they should have in the platform. 

Once you click, “add users,” it will send an email to the recipient alerting them to create a password and log in. 

• How to add an author

1. Log into your account and click on the person icon in the upper, right-hand corner of the screen. 
2. Click on “Settings.” 
3. Click on “Authors” under the “People” section.
4. Click “Add a new author.” 
5. Enter the first and last name of the person you would like to add and list an alternative byline (optional) if they report under a different name. 
6. Be sure to categorize them under a team if applicable and make sure you checkmark “Is currently an active author.” 
7. Click “Save.” 

• How to connect a user with their author byline

If a user of the Metrics for News and/or Source Matters platform is also a content producer and has an author byline then you will want to be sure to connect the user with their author byline. After adding a user and then adding them as an author separately, follow the below steps to connect the two:

1. Log into your account and click on the person icon in the upper, right-hand corner of the screen. 
2. Click on “Settings.” 
3. Click on “User accounts” under the “People” section.
4. Find the email address of the user whose author byline you need to connect and then click “edit.” 
5. Scroll down to “Permissions and Personalization.” 
1. ACCESS: You can decide whether the user has “Basic access” or “Admin access.” Admin access is usually given to editors and newsroom leaders. 
2. JOB ROLE: Here you can choose one of three options: “Supports everyone,” “Oversees one team” or “Produces content.
3. BYLINE: Here is where you will connect the user with their author byline. If the author has already been added under “Authors” then their name should appear in the drop-down list. 
4. TEAM SUPERVISED: If teams have been created then you can connect the user with a certain team in the newsroom. 
5. AUTHOR DATA ACCESS: This is where you’ll choose whether this user can see the dashboards and story performance for all authors in the newsroom, just their dashboard and story performance or neither. Editors and newsroom leaders are usually given access to all author dashboards. 

1. After listing permissions, be sure to scroll down and click “Save user.”