account_permissions
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account_permissions [2016/04/09 00:55] allie [Permissions Overview] |
account_permissions [2020/05/28 21:13] (current) michaels |
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| + | #redirect https://support.realgeeks.com/hc/en-us/articles/360043214074 | ||
| ======Account Permissions====== | ======Account Permissions====== | ||
| The easy-to-use Real Geeks site features one versatile login username and password that provides access to all sites owned by the site owner, administrative pages, the lead manager, and the billing management system. Because one login can provide access to this variety of information, it is necessary for the registered owner of the site to manually set permissions regarding which places each user has access to in their system. Once the registered owner sets the original permissions, he or she can grant permissions and authorize people to be an administrator for the accounts system. | The easy-to-use Real Geeks site features one versatile login username and password that provides access to all sites owned by the site owner, administrative pages, the lead manager, and the billing management system. Because one login can provide access to this variety of information, it is necessary for the registered owner of the site to manually set permissions regarding which places each user has access to in their system. Once the registered owner sets the original permissions, he or she can grant permissions and authorize people to be an administrator for the accounts system. | ||
| Line 10: | Line 11: | ||
| - Once a site is selected, you’ll be in the permissions system. | - Once a site is selected, you’ll be in the permissions system. | ||
| - | {{:access-permissions.jpg?960|}} | + | WORKFLOW (click on image for larger view): |
| + | {{:access-permissions.jpg?direct&960|}} | ||
| =====How to Add a User===== | =====How to Add a User===== | ||
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| - Once the user is created or the existing user is added, you can then begin modifying permissions. | - Once the user is created or the existing user is added, you can then begin modifying permissions. | ||
| - | {{:how-to-add.jpg?960|}} | + | WORKFLOW (click on image for larger view): |
| + | {{:how-to-add.jpg?direct&960|}} | ||
| =====How to Set Permissions===== | =====How to Set Permissions===== | ||
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| - The set permissions will the appear on the User Manager page under the user’s name. | - The set permissions will the appear on the User Manager page under the user’s name. | ||
| - | {{:set-permissions.jpg?960|}} | + | WORKFLOW (click on image for larger view): |
| + | {{:set-permissions.jpg?direct&960|}} | ||
| =====How to Remove a User===== | =====How to Remove a User===== | ||
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| - Select “OK” to confirm. | - Select “OK” to confirm. | ||
| - | {{:remove-a-user.jpg?960|}} | + | WORKFLOW (click on image for larger view): |
| + | {{:remove-a-user.jpg?direct&960|}} | ||
| =====Permissions Overview===== | =====Permissions Overview===== | ||
| + | |||
| + | ===Drip=== | ||
| + | * Drip Campaign Manager: Access to Drip system to create or edit workflows | ||
| ===Facebook=== | ===Facebook=== | ||
| Line 60: | Line 68: | ||
| - Select “Profile” from the top navigation bar | - Select “Profile” from the top navigation bar | ||
| - Fill in the appropriate fields for the password change and select “Change Password" | - Fill in the appropriate fields for the password change and select “Change Password" | ||
| - | {{:change-password.jpg?960|}} | + | |
| + | WORKFLOW (click on image for larger view): | ||
| + | {{:change-password.jpg?direct&960|}} | ||
account_permissions.1460163333.txt.gz · Last modified: 2016/04/09 00:55 by allie
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