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permissions_and_user_management

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permissions_and_user_management [2017/04/05 18:36]
brittany [Lead Manager] 		permissions_and_user_management [2019/07/09 20:13]
benn
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- +This page no longer ​exists, ​go here [[:account_permissions|Permissions and User Management ​Usage Guide]].
- +
-====== Accessing the Permissions System ====== +
- +
-First, if you've not used the permissions system yet or you have not yet been an administrator for the accounts system-- you need to have the registered owner of the site (ie. the person paying the bills) to proceed any further. +
- +
-1. Login to https://​accounts.realgeeks.com/​ with your email and password. +
- +
-2. Click on the "​Websites"​ heading in the accounts management system. ​ It is now, by default, your homepage. +
- +
-3. Select the site you would like to modify from the list provided. +
- +
-{{:​permissions:​site_select.png?​500|}} +
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-4. Once a site is selected, you'll be in the permissions system. +
- +
- +
-====== Adding or Creating a New User ====== +
- +
-1. Click on the "Add User" button the left-hand side of the permissions system. +
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-{{:​permissions:​user_select.png|}} +
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-2. Insert an email address for the user in the box on the right hand side. +
- +
-{{:​permissions:​insert_email.png|}} +
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-3a. If the user already ​exists ​in the system, you will be presented with something resembling the screen below. ​ At which point, if you click "Add Existing User" you are done. +
- +
-{{:permissions:​insert_email_found.png|}} +
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-3b. If the user does not yet exist, you'll then be taken to a screen that will allow you to create the new user. +
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-{{:​permissions:​insert_email_notfound.png|}} +
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-{{:​permissions:​create_user.png|}} +
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-4. Finally, once the user is created or the existing user is added, you can then just begin modifying permissions. +
- +
-{{:​real_geeks_accounts_-_permissions.png|}} +
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-NOTE: Your permissions form will look significantly different. ​ Some of these permissions are not yet available. +
- +
- +
-====== ​Permissions ​Overview ====== +
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-===== Accounts ===== +
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-These permissions affect the Accounts, Billing ​and User Management ​systems. +
- +
-=== Roles === +
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-  * **Administrator** - Administrators are allowed to modify the permissions of other users; effectively doing what you're doing now.  Administrators are NOT, however, allowed to modify their own permissions. +
- +
-=== Permissions === +
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-  * **Receive Receipts** - Every month/year (depending on your configuration),​ receipts are sent out to the account owner. ​ If the user has this permission, they will receive a copy of your receipt in the email. ​ Note, however, that if you have multiple sites, they will receive a receipt for EVERY SITE YOU OWN. +
- +
-===== Website ===== +
- +
-=== Roles === +
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-  * **Blog Manager** - Create, modify and delete blog posts. +
-  * **Content Manager** - Create, modify, and delete content/​area pages. +
-  * **Site Settings Manager** - Modify site settings (logos, basic information,​ etc.) +
- +
-===== Lead Manager ===== +
- +
-These permissions affect http://​leads.realgeeks.com/​. +
- +
-=== Roles === +
- +
-  * Agent +
-  * Lender +
- +
-=== Advanced Permissions === +
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-  * Admin +
-  * Team leader +
-  * Manage Personal Notification Settings +
-  * Manage Personal Round-Robin Assignment +
-  * Delete Leads +
-  * Export Leads +
-  * Create Lead Sources +
- +
-{{:​permissions:​lead_manager_-_user_permissions.png|}} +
- +
-====== How to Remove Users ====== +
- +
-Select the site you would like to modify, then select the user from the side bar.  Once you've opened the permissions page; simply click, "​Remove User" on the right. ​ It will remove that user's associations with that particular site.  If that same user is a member of any other sites you may own, you'll need to repeat this process for all of the other sites. +
- +
-**NOTE: This will not DELETE a user.  It will simply remove their permissions.** +
- +
- +
permissions_and_user_management.txt · Last modified: 2019/07/09 20:13 by benn

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