account_permissions
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account_permissions [2016/04/08 23:48] samia created |
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. |
| + | |||
| + | (To enlarge any of the following workflow charts, simply click the image until it reaches the desired viewing size.) | ||
| =====How to Access the Permissions System===== | =====How to Access the Permissions System===== | ||
| Line 8: | 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===== | ||
| - | - Click on the “Add User” button.** | + | - Click on the “Add User” button. |
| - Insert an email address for the new user in the box and press Enter on the keyboard. | - Insert an email address for the new user in the box and press Enter on the keyboard. | ||
| - A) If the new user already exists in the system, you will receive notification on the screen. Select “Add Existing User." B) If the user does not yet exist, you will be prompted to create a user name for him or her. Create an email address, enter in the agent’s First and Last Name, and click “Create User." | - A) If the new user already exists in the system, you will receive notification on the screen. Select “Add Existing User." B) If the user does not yet exist, you will be prompted to create a user name for him or her. Create an email address, enter in the agent’s First and Last Name, and click “Create User." | ||
| - 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===== | ||
| + | - Select “Websites” from the top navigation bar. | ||
| + | - Choose the website you would like to modify and select "Edit/Add Users." | ||
| + | - Select "Edit User" next to the user whose permissions you would like to update. | ||
| + | - Check the box next to the types of permissions you would like to set for that user. Select as many or as few as you would like. Select "Save Permissions". | ||
| + | - 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?direct&960|}} | ||
| + | |||
| + | =====How to Remove a User===== | ||
| + | These steps will remove that user’s permissions with that particular site. If that same user is a member of any other sites you may own, repeat this process for the other sites. Please also note that these steps will not permanently delete a user. If will simply remove all of their permissions. | ||
| + | |||
| + | - Select “Websites” from the top navigation bar. | ||
| + | - Choose the website you would like to modify and select "Edit/Add Users." | ||
| + | - Locate the User and select “Remove” to delete the User. | ||
| + | - Select “OK” to confirm. | ||
| + | |||
| + | WORKFLOW (click on image for larger view): | ||
| + | {{:remove-a-user.jpg?direct&960|}} | ||
| + | |||
| + | =====Permissions Overview===== | ||
| + | |||
| + | ===Drip=== | ||
| + | * Drip Campaign Manager: Access to Drip system to create or edit workflows | ||
| + | |||
| + | ===Facebook=== | ||
| + | * Admin: View ads, access reports, create and edit ads, edit payment method, and manage admin 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 | ||
| + | |||
| + | More specific Lead Manager Roles and Permissions can be updated directly in the Lead Manager. | ||
| + | |||
| + | ===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.) | ||
| + | |||
| + | =====How to Change Password===== | ||
| + | - Login to the Accounts system | ||
| + | - Select “Profile” from the top navigation bar | ||
| + | - Fill in the appropriate fields for the password change and select “Change Password" | ||
| + | |||
| + | WORKFLOW (click on image for larger view): | ||
| + | {{:change-password.jpg?direct&960|}} | ||
account_permissions.1460159330.txt.gz · Last modified: 2016/04/08 23:48 by samia
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