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account_permissions [2016/04/09 00:54] allie [Permissions Overview] |
account_permissions [2019/07/02 16:29] benn |
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- 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. | ||
+ | WORKFLOW (click on image for larger view): | ||
{{:how-to-add.jpg?960|}} | {{:how-to-add.jpg?960|}} | ||
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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. | ||
+ | WORKFLOW (click on image for larger view): | ||
{{:set-permissions.jpg?960|}} | {{:set-permissions.jpg?960|}} | ||
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- Select “OK” to confirm. | - Select “OK” to confirm. | ||
+ | WORKFLOW (click on image for larger view): | ||
{{:remove-a-user.jpg?960|}} | {{:remove-a-user.jpg?960|}} | ||
=====Permissions Overview===== | =====Permissions Overview===== | ||
+ | |||
+ | ===Drip=== | ||
+ | * Drip Campaign Manager: Access to Drip system to create or edit workflows | ||
===Facebook=== | ===Facebook=== | ||
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===Lead Manager=== | ===Lead Manager=== | ||
- | * Admin: Full administrative capabiliites similar to that of the Site Owner. However, they cannot change other Admin's settings. | + | * 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 | * Enabled: Login to and access the Lead Manager | ||
+ | |||
+ | More specific Lead Manager Roles and Permissions can be updated directly in the Lead Manager. | ||
===Website=== | ===Website=== | ||
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- 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" | ||
+ | |||
+ | WORKFLOW (click on image for larger view): | ||
{{:change-password.jpg?960|}} | {{:change-password.jpg?960|}} |