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permissions_and_user_management [2017/04/05 19:42] brittany [Lead Manager] |
permissions_and_user_management [2019/07/09 20:13] (current) benn |
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- | + | This page no longer exists, go here [[:account_permissions|Permissions and User Management Usage Guide]]. | |
- | ====== Accessing the Permissions System ====== | + | |
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- | 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. | + | |
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- | 1. Login to https://accounts.realgeeks.com/ with your email and password. | + | |
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- | 2. Click on the "Websites" heading in the accounts management system. It is now, by default, your homepage. | + | |
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- | 3. Select the site you would like to modify from the list provided. | + | |
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- | {{:permissions:site_select.png?500|}} | + | |
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- | 4. Once a site is selected, you'll be in the permissions system. | + | |
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- | ====== Adding or Creating a New User ====== | + | |
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- | 1. Click on the "Add User" button the left-hand side of the permissions system. | + | |
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- | {{: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. | + | |
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- | {{:real_geeks_accounts_-_permissions.png|}} | + | |
- | + | ||
- | : Your permissions form will significantly different. Some of these permissions are not yet available. | + | |
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- | ====== Permissions Overview ====== | + | |
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- | ===== Accounts ===== | + | |
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- | These permissions affect the Accounts, Billing and User Management systems. | + | |
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- | === Roles === | + | |
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- | * **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 === | + | |
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- | * **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 ===== | + | |
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- | === Roles === | + | |
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- | * **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 ===== | + | |
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- | These permissions affect http://leads.realgeeks.com/. | + | |
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- | 1. Go to the "Users" tab. | + | |
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- | {{::newe.png?600|}} | + | |
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- | 2. Insert an email address for the user. | + | |
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- | {{::new_email_.png?600|}} | + | |
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- | 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. | + | |
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- | {{::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". | + | |
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- | === Roles === | + | |
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- | * Agent | + | |
- | * Lender | + | |
- | + | ||
- | === Advanced Permissions === | + | |
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- | * Admin | + | |
- | * Team leader | + | |
- | * Manage Personal Notification Settings | + | |
- | * Manage Personal Round-Robin Assignment | + | |
- | * Delete Leads | + | |
- | * Export Leads | + | |
- | * Create Lead Sources | + | |
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- | {{:permissions:lead_manager_-_user_permissions.png|}} | + | |
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- | ====== How to Remove Users ====== | + | |
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- | 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. | + | |
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- | **: This will not DELETE a user. It will simply remove their permissions.** | + | |
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