The "Users" section enables management of user accounts and groups (roles). Each group contains a set of privileges determining accessibility of object within platform, e.g., the right to open a section, add content, etc.
To add a new group:
- Open the "Users" section (1, 2).
- Click the "Create group" button (4).
- Enter the group’s name and add users.
- In the "Rights" tab, select rights (privileges) available to the group members and click the "Save" button.
- Click the "Save" button.
To set the group privileges:
- Open the group’s context menu.
- In the "Rights" tab, select rights (privileges) available to the group members and click the "Save" button.
- The group settings will be changed.
To set the Campaigns / Devices rights:
- Open the group’s context menu
- In the "Campaigns / Devices" tab, select the campaigns or devices, check action and click the "Save" button.
- The settings will be changed.
To delete a group:
- Open the "Users" section.
- Open the desired group’s context menu and select "Delete group".
- The group will be deleted.
To create a new user account / invite new user:
- Open the "Users" section.
- Click the "Invite user" button.
- In the window that opens, enter e-mail and password of the new user. Use the "Group" field to select user group.
- Click the "Invite user" button to create a user account and send invitation to the new user’s e-mail address.
To change the user group an account belongs to:
- Open the "Users" section.
- Open the context menu of the account in question and select "Properties".
- In the window that opens, use the "Group" field to select the user group you need.
- Click the "Save" button to save the changes made.
To delete a user account:
- Open the "Users" section.
- Open the context menu of the account in question and select "Delete".
- In the window that opens, click "Delete" to confirm account deletion.
- The account will be deleted from the platform.
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