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permissions_and_user_management [2018/06/05 18:16] brittany [Lead Manager] |
permissions_and_user_management [2018/06/05 18:18] brittany [Lead Manager] |
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+ | ====== Accessing the Permissions System ====== | ||
+ | |||
+ | First, if 've not used the permissions system yet or have not yet been an administrator for the accounts system-- 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|}} | ||
+ | |||
+ | 4. Once a site is selected, you'll be in the permissions system. | ||
+ | |||
+ | |||
+ | ====== Adding or Creating a New User ====== | ||
+ | ===== In Accounts ===== | ||
+ | |||
+ | 1. Click on the "Add User" button the left-hand side of the permissions system. | ||
+ | |||
+ | {{:permissions:user_select.png|}} | ||
+ | |||
+ | 2. If you enter an email that already exists, you will see something like this: | ||
+ | |||
+ | {{::existinguser.png?600|}} | ||
+ | |||
+ | 3. If the email is new to the system, you will see this: | ||
+ | |||
+ | {{::newuser.png?600|}} | ||
+ | |||
+ | |||
+ | 4. Finally, once the user is created or the existing user is added, can then just begin modifying permissions. | ||
+ | |||
+ | {{:real_geeks_accounts_-_permissions.png|}} | ||
+ | |||
+ | If you want to add users to have lead manager logins, we recommend you add them from the lead manager. (instructions below) | ||
+ | |||
+ | ===== In the Lead Manager ===== | ||
+ | 1. Go to the "Users" tab. | ||
+ | |||
+ | {{::newe.png?600|}} | ||
+ | |||
+ | 2. Insert an email address for the user. | ||
+ | |||
+ | {{::new_email_.png?600|}} | ||
+ | |||
+ | 3a. If the user already exists in the system, will be presented with something resembling the screen below. At which point, if click "Add Existing Real Geeks " are done. | ||
+ | |||
+ | {{::new_email_2.png?800|}} | ||
+ | |||
+ | 3b. If the user does not yet exist, 'll then be taken to a screen that will allow to create the new user. | ||
+ | |||
+ | {{::new_email_3.png?800|}} | ||
+ | |||
+ | The options of the user's role is either "Agent" or "Lender". | ||
+ | |||
+ | ====== Permissions Overview ====== | ||
+ | |||
+ | ===== Accounts ===== | ||
+ | |||
+ | These permissions affect the Accounts, Billing and User Management systems. | ||
+ | |||
+ | === Roles === | ||
+ | |||
+ | * **Administrator** - Administrators are allowed to modify the permissions of other users; effectively doing 're doing now. Administrators are NOT, however, allowed to modify their own permissions. | ||
+ | |||
+ | === Permissions === | ||
+ | |||
+ | * **Receive Receipts** - Every month/year (depending on your configuration), receipts are sent out to the owner. If the user has this permission, they will receive a copy of your receipt in the email. , however, that if have multiple sites, they will receive a receipt for EVERY SITE OWN. | ||
+ | |||
+ | ===== Website ===== | ||
+ | |||
+ | === Roles === | ||
+ | |||
+ | * **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 ===== | ||
+ | |||
+ | |||
+ | === Roles === | ||
+ | |||
+ | * Agent | ||
+ | * Lender | ||
+ | |||
+ | === Advanced Permissions === | ||
+ | |||
+ | * Admin | ||
+ | * Team leader | ||
+ | * Notifications | ||
+ | * Lead assignment removal | ||
+ | * Delete leads | ||
+ | * Export leads | ||
+ | * Lead Source | ||
+ | * EBlasts (this will only appear if your site is live and the drip is enabled) | ||
+ | {{::permissionya.png?700|}} | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | ====== How to Remove Users ====== | ||
+ | |||
+ | Select the site 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 may own, 'll need to repeat this process for all of the other sites. | ||
+ | |||
+ | **: This will not DELETE a user. It will simply remove their permissions.** | ||
+ | |||
+ | |||