As a Meltwater App Administrator, you’re responsible for managing user access to both the Meltwater platform and Meltwater Copilot App. Follow these steps to add and manage your Copilot users:

Before You Begin

Before adding and managing your users, it is important to understand the different access and seat types. Your Meltwater subscription includes access for three  user type options:

Note: You can assign users based on the number of seats purchased for each product.

Adding a New User

To add a new user, follow these steps:

1. Select the Account drop-down in the left-hand navigation bar
2. Click Manage Users
3. Select Add User in the top right-hand corner

4. In the User Details Section, enter the following details:
   • First Name
   • Last Name
   • Email Address
   • Check the Send email invite checkbox. 🔔 Important: This is required for the user to receive their login and setup instructions.
   • Time Zone
   • Language (Note: Copilot is optimized for the English language only)
   • Workspaces (optional but recommended feature for users of the Meltwater platform. Helps organize projects, data, and collaboration more effectively. Note: Not currently integrated with Copilot, but may be supported in the future.)
5. Navigate to the Applications section
6. Click each application to select or deselect it

7. Assign user Permissions. 

Note: This section is for users with platform access and will be disabled if only the Teams application is selected. Learn more about Permissions.

8. Click Add user

What Happens Next?

Once a user is added:

• Platform-only Users:  Receive an email invite to set up their Meltwater login.
• Platform + Copilot users: Receive an email invite to set up their Meltwater login. 
• Copilot-only Users: Receive an email invitation to set up their Meltwater login—required to install the Copilot app—along with step-by-step installation instructions.
   

Managing Existing Meltwater Copilot Users

To manage existing Copilot users, follow these steps:

1. Select the Account drop-down in the left-hand navigation bar

2. Click Manage Users

3. Select External Users to manage copilot access

4. Choose between the following options:

   • Edit user access/permissions: Click the pencil icon next to their name to update their application access or settings.
   • Delete user: Click the trashcan icon to remove their access.
   • Resend invite: If a user’s status is marked as Pending, it means they haven’t completed their Meltwater login setup, click the mail icon to resend the invitation email.