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permissions_and_user_management [2017/04/05 18:58]
brittany [Adding or Creating a New User]
permissions_and_user_management [2019/07/09 20:02]
benn old revision restored (2019/01/22 16:31)
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- 
  
 ====== Accessing the Permissions System ====== ====== 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.+First, if you'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. 1. Login to https://​accounts.realgeeks.com/​ with your email and password.
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 ====== Adding or Creating a New User ====== ====== Adding or Creating a New User ======
 +===== In Accounts =====
  
 1. Click on the "Add User" button the left-hand side of the permissions system. 1. Click on the "Add User" button the left-hand side of the permissions system.
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 {{:​permissions:​user_select.png|}} {{:​permissions:​user_select.png|}}
  
-2. Insert ​an email address for the user.+2. If you enter an email that already exists, you will see something like this: 
  
-{{::new_email_.png?600|}}+{{::existinguser.png?600|}}
  
-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 Real Geeks Account"​ you are done.+3. If the email is new to the system, you will see this:
  
-{{::new_email_2.png?600|}}+{{::newuser.png?600|}}
  
-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. 
- 
-{{::​new_email_3.png?​600|}} 
- 
-The options of the user's role is either "​Agent"​ or "​Lender"​. 
  
 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.
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 {{:​real_geeks_accounts_-_permissions.png|}} {{:​real_geeks_accounts_-_permissions.png|}}
  
-NOTE: Your permissions form will look significantly different. ​ Some of these permissions are not yet available.+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, you will be presented with something resembling the screen below. ​ At which point, select their Role as "​Agent"​ or "​Lender",​ click "Add Existing Real Geeks Account"​ and you are done.
 +
 +{{::​new_email_2.png?​800|}}
 +
 +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.
 +
 +{{::​new_email_3.png?​800|}}
 +
 +The options for the user's role is either "​Agent"​ or "​Lender"​. ​
  
 ====== Permissions Overview ====== ====== Permissions Overview ======
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 === Roles === === 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.+  * **Administrator** - Administrators are allowed to modify the permissions of other users; effectively doing what we're doing now.  Administrators are NOT, however, allowed to modify their own permissions.
  
 === 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.+  * **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 they have multiple sites, they will receive a receipt for EVERY SITE THEY OWN.
  
 ===== Website ===== ===== Website =====
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 ===== Lead Manager ===== ===== Lead Manager =====
  
-These permissions affect http://​leads.realgeeks.com/​. 
  
 === Roles === === Roles ===
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   * Admin   * Admin
   * Team leader   * Team leader
-  * Manage Personal Notification Settings +  * Notifications 
-  * Manage Personal Round-Robin Assignment +  * Lead assignment removal 
-  * Delete ​Leads +  * Delete ​leads 
-  * Export ​Leads +  * Export ​leads 
-  * Create ​Lead Sources+  * Lead Source 
 +  * EBlasts (this will only appear if your site is live and the drip is enabled) 
 +{{::​permissionya.png?​700|}} 
 + 
  
-{{:​permissions:​lead_manager_-_user_permissions.png|}} 
  
 ====== How to Remove Users ====== ====== 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.+Select the site you would like to modify, then select the user from the sidebar.  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.**+**: 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