User accounts and permissions are managed within the Account Center. Choose the Account Center from the drop down in the upper right hand corner.
Select User Center to view the current users in for your account.To create a new user, click the Add New button.
In the fields provided enter a username, password and their basic contact information.
Choose the appropriate access for the user next. You can select more than one permission group for a user if needed. Group permissions can be modified by selecting the group name. The default permission groups are:
- Email Only Access: User only has access to StructuredWeb provided email.
- Site Content Manager: User can access Site Center, Customer Center Setup, Product Center Setup and Service Center Setup.
- Sales Rep: User can access Customer Center and Marketing Center.
- Customer Service Rep: User can access the Service Center.
- Sales Manager: User can access Customer Center, Customer Center Setup and Marketing Center.
Use the drop down under Select user's manager to choose who this user reports to. Selecting the manager allows you to create a hierarchy within your account. This hierarchy will help manage each users permissions, generally those higher up, will have more access than those reporting to them.
If you are using StructuredWeb as your email provider, select Create a new mailbox and input the mailbox name and password (this should match the password entered in Step 1).
In most instances this will not be the case and you should select Use an existing email address and input the users email address.
When finished, click Update. This creates the user and automatically sends them an email with their log in details.
If you are working with partner accounts and they need a new user added, this can be done within the Program Manager. From the Accounts tab within the Program Manager, locate the partner account and click on the account name.
This will load the account summary screen. Select the Users tab on the right hand side of the page.
You will be presented with a list of existing users on the account. To create a new user click the New User button.
In the fields provided enter the user's contact information, user name and user group. Click the Save button when finished.