user_management:usage_guide
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user_management:usage_guide [2015/02/16 19:09] paul [How to Remove Users] |
user_management:usage_guide [2017/09/15 23:20] (current) diane |
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| - | ======= Usage Guide ======= | ||
| - | |||
| - | ===== Background ===== | ||
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| - | To make it easier on everyone, a new user management system has been developed. It will soon connect all of the Real Geeks control panels to one account. As you may or may not know, in order to use the Lead Manager -- you need a new account for every site you have. Additionally, you need a separate login for the administration pages. Now, you need YET ANOTHER login for the billing management system. That's a lot of logins. So we're cutting them down to one login per user, or at least, that's the goal. | ||
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| - | If that weren't problematic enough, there was previously no way for our customers to add coworkers or employees to their accounts to take care of things like: writing content, managing craigslist, or making blog posts! Well fret not, my friends! Help has arrived. | ||
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| - | Welcoming the Accounts Management system -- https://accounts.realgeeks.com/. | ||
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| - | The login you've been using for your billing is now the login you'll use for administering your sites. Soon, it will also be the login you use to access your leads. Then shortly after that, you'll only need to login once to access any of the Real Geeks services. | ||
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| 4. Finally, once the user is created or the existing user is added, you can then just begin modifying permissions. | 4. Finally, once the user is created or the existing user is added, you can then just begin modifying permissions. | ||
| - | {{ :permissions:permissions_form.png?300 |}} | + | {{ :user_management:permissions:accounts_-_user_permissions.png?nolink |}} |
| - | + | ||
| - | **NOTE: Your permissions form will look significantly different. Some of these permissions are not yet available.** | + | |
| ====== Permissions Overview ====== | ====== Permissions Overview ====== | ||
| - | ===== Accounts ===== | + | ===Drip=== |
| - | + | * Drip Campaign Manager: Access to Drip system to create or edit workflows | |
| - | **Coming soon! These permissions are still being tweaked.** | + | |
| - | + | ||
| - | These permissions affect the Accounts, Billing and User Management systems. | + | |
| - | + | ||
| - | === Roles === | + | |
| - | + | ||
| - | * **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 === | + | |
| - | + | ||
| - | * **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 === | + | |
| - | + | ||
| - | * **Blog** - Create, modify and delete blog posts. | + | |
| - | * **Content** - Create, modify, and delete content/area pages. | + | |
| - | * **Site Settings** - Modify site settings (logos, basic information, etc.) | + | |
| - | * **Craigslist** - Create Craigslist postings on your behalf. | + | |
| - | + | ||
| - | ===== Lead Manager ===== | + | |
| - | + | ||
| - | **Coming soon! These permissions are still being tweaked.** | + | |
| - | + | ||
| - | These permissions affect http://leads.realgeeks.com/. | + | |
| - | + | ||
| - | === Roles === | + | |
| - | * Administrator | + | ===Facebook=== |
| - | * Agent | + | * Admin: View ads, access reports, create and edit ads, edit payment method, and manage admin permissions |
| - | * Team Leader | + | |
| - | === Advanced Permissions === | + | ===Lead Manager=== |
| + | * Admin: Full administrative capabilities similar to that of the Site Owner. However, they cannot change other Admin's settings. | ||
| + | * Enabled: Login to and access the Lead Manager | ||
| - | * Delete Leads | + | More specific Lead Manager Roles and Permissions can be updated directly in the Lead Manager. |
| - | * Export Leads | + | |
| - | * Manage Personal Notification Settings | + | |
| - | * Manage Personal Round-Robin Assignment | + | |
| + | ===Website=== | ||
| + | * Blog: Create, modify and delete blog posts | ||
| + | * Content: Create, modify, and delete content/area pages | ||
| + | * Craigslist: Create Craigslist postings on your behalf | ||
| + | * Settings: Modify site settings (logos, basic information, etc.) | ||
user_management/usage_guide.1424113757.txt.gz · Last modified: 2015/02/16 19:09 by paul
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