user_management:usage_guide
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user_management:usage_guide [2016/02/03 02:27] paul [Background] |
user_management:usage_guide [2017/09/15 23:20] diane |
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| - | ======= Usage Guide ======= | ||
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| - | ====== Accessing the Permissions System ====== | ||
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| - | 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. | ||
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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 for which you would like to modify the permissions from the list provided, by clicking on "Edit/Add Users". | ||
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| - | {{ :permissions:site_select.png |}} | ||
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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 on the top-right or the bottom of the page. | ||
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| - | {{ :permissions:user_select.png?300 |}} | ||
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| - | 2. Insert an email address for the user in the box on the right hand side. | ||
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| - | {{ :permissions:insert_email.png?300 |}} | ||
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| - | 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 User" you are done. | ||
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| - | {{ :permissions:insert_email_found.png?300 |}} | ||
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| - | 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. | ||
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| - | {{ :permissions:create_user.png?300 |}} | ||
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| - | 4. Finally, once the user is created or the existing user is added, you can then just begin modifying permissions. | ||
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| - | {{ :permissions:permissions_form.png?300 |}} | ||
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| - | **NOTE: Your permissions form will look 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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| - | **Coming soon! These permissions are still being tweaked.** | ||
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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 what you're doing now. Administrators are NOT, however, allowed to modify their own permissions. | ||
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| - | === Permissions === | ||
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| - | * **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. | ||
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| - | ===== Website ===== | ||
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| - | === Roles === | ||
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| - | * **Blog** - Create, modify and delete blog posts. | ||
| - | * **Content** - Create, modify, and delete content/area pages. | ||
| - | * **Site Settings** - Modify site settings (logos, basic information, etc.) | ||
| - | * **Craigslist** - Create Craigslist postings on your behalf. | ||
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| - | ===== Lead Manager ===== | ||
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| - | **Coming soon! These permissions are still being tweaked.** | ||
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| - | These permissions affect http://leads.realgeeks.com/. | ||
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| - | === Roles === | ||
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| - | * Administrator | ||
| - | * Agent | ||
| - | * Team Leader | ||
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| - | === Advanced Permissions === | ||
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| - | * Delete Leads | ||
| - | * Export Leads | ||
| - | * Manage Personal Notification Settings | ||
| - | * Manage Personal Round-Robin Assignment | ||
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| - | ====== How to Remove Users ====== | ||
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| - | 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. | ||
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| - | **NOTE: This will not DELETE a user. It will simply remove their permissions.** | ||
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| - | ====== How to Change Password ====== | ||
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| - | Here are some quick steps on changing your password: | ||
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| - | **1. Login to the [[https://accounts.realgeeks.com/|Accounts]] system.** | ||
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| - | **2. Go to the Profile option in the top navigation.** | ||
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| - | **3. Fill in the appropriate fields for the Password Change.** | ||
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| - | **4. Click Change Password.** | ||
user_management/usage_guide.txt ยท Last modified: 2017/09/15 23:20 by diane
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