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permissions_and_user_management [2017/04/05 19:41]
brittany [Lead Manager] 		permissions_and_user_management [2019/07/09 20:01]
benn
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- +This page no longer exists, go here [[:permissions_and_user_management|Permissions and User Management ​Usage Guide]].
- +
-====== 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|}} +
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-4. Once a site is selected, you'll be in the permissions system. +
- +
- +
-====== Adding or Creating a New User ====== +
- +
-1. Click on the "Add User" button the left-hand side of the permissions system. +
- +
-{{:​permissions:​user_select.png|}} +
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- +
-4. Finally, once the user is created or the existing user is added, ​ can then just begin modifying permissions. +
- +
-{{:​real_geeks_accounts_-_permissions.png|}} +
- +
-: Your permissions form will  significantly different. ​ Some of these permissions are not yet available. +
- +
- +
-====== ​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 ===== +
- +
-These permissions affect http://​leads.realgeeks.com/​. +
-1. Go to the "​Users"​ tab. +
- +
-{{::​new.png?​600|}} +
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-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|}} +
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-3b. If the user does not yet exist, 'll then be taken to a screen that will allow  to create the new user. +
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-{{::​new_email_3.png?​800|}} +
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-The options of the user's role is either "​Agent"​ or "​Lender"​. +
- +
- +
-=== Roles === +
- +
-  * Agent +
-  * Lender +
- +
-=== Advanced Permissions === +
- +
-  * Admin +
-  * Team leader +
-  * Manage Personal Notification Settings +
-  * Manage Personal Round-Robin Assignment +
-  * Delete Leads +
-  * Export Leads +
-  * Create Lead Sources +
- +
-{{:​permissions:​lead_manager_-_user_permissions.png|}} +
- +
-====== How to Remove Users ====== +
- +
-Select the site  would like to modify, then select the user from the side bar.  Once '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.** +
- +
- +
permissions_and_user_management.txt · Last modified: 2019/07/09 20:13 by benn

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