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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 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.

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.

4. Finally, once the user is created or the existing user is added, can then just begin modifying permissions.

: Your permissions form will significantly different. Some of these permissions are not yet available.

Permissions Overview


These permissions affect the Accounts, Billing and User Management systems.


  • 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.


  • 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.



  • 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 1. Go to the “Users” tab.

2. Insert an email address for the user.

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.

3b. If the user does not yet exist, 'll then be taken to a screen that will allow to create the new user.

The options of the user's role is either “Agent” or “Lender”.


  • Agent
  • Lender

Advanced Permissions

  • Admin
  • Team leader
  • Manage Personal Notification Settings
  • Manage Personal Round-Robin Assignment
  • Delete Leads
  • Export Leads
  • Create Lead Sources

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.1491421340.txt.gz · Last modified: 2017/04/05 19:42 by brittany