user_management:usage_guide
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user_management:usage_guide [2016/02/03 02:27] paul [Usage Guide] |
user_management:usage_guide [2017/09/15 23:20] (current) diane |
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| 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. | ||
| - | {{ :permissions:permissions_form.png?300 |}} | + | {{ :user_management:permissions:accounts_-_user_permissions.png?nolink |}} |
| - | + | ||
| - | **NOTE: Your permissions form will look significantly different. Some of these permissions are not yet available.** | + | |
| ====== Permissions Overview ====== | ====== Permissions Overview ====== | ||
| - | ===== Accounts ===== | + | ===Drip=== |
| - | + | * Drip Campaign Manager: Access to Drip system to create or edit workflows | |
| - | **Coming soon! These permissions are still being tweaked.** | + | |
| - | + | ||
| - | These permissions affect the Accounts, Billing and User Management systems. | + | |
| - | + | ||
| - | === 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. | + | |
| - | + | ||
| - | === 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. | + | |
| - | + | ||
| - | ===== Website ===== | + | |
| - | + | ||
| - | === Roles === | + | |
| - | + | ||
| - | * **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. | + | |
| - | + | ||
| - | ===== Lead Manager ===== | + | |
| - | + | ||
| - | **Coming soon! These permissions are still being tweaked.** | + | |
| - | + | ||
| - | These permissions affect http://leads.realgeeks.com/. | + | |
| - | + | ||
| - | === Roles === | + | |
| - | * Administrator | + | ===Facebook=== |
| - | * Agent | + | * Admin: View ads, access reports, create and edit ads, edit payment method, and manage admin permissions |
| - | * Team Leader | + | |
| - | === Advanced Permissions === | + | ===Lead Manager=== |
| + | * Admin: Full administrative capabilities similar to that of the Site Owner. However, they cannot change other Admin's settings. | ||
| + | * Enabled: Login to and access the Lead Manager | ||
| - | * Delete Leads | + | More specific Lead Manager Roles and Permissions can be updated directly in the Lead Manager. |
| - | * Export Leads | + | |
| - | * Manage Personal Notification Settings | + | |
| - | * Manage Personal Round-Robin Assignment | + | |
| + | ===Website=== | ||
| + | * Blog: Create, modify and delete blog posts | ||
| + | * Content: Create, modify, and delete content/area pages | ||
| + | * Craigslist: Create Craigslist postings on your behalf | ||
| + | * Settings: Modify site settings (logos, basic information, etc.) | ||
user_management/usage_guide.txt · Last modified: 2017/09/15 23:20 by diane
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