CREATE NEW USERS
Click on Build > CRM > Users > New User
When you first create a user, you will be able to add the user details, as well as define the user group, send invitation to create a password and confirm the user's permission to receive email communication. Depending on your subscription plan, you might also have access to notes.
USER DETAILS
Add the user details.
GROUPS
In this section you can add a user to one or more groups. In case you want to add the user to a group that hasn't been created yet, simply type it down and select the Add option underneath it.
PASSWORD
To give access to a user to password protected pages, simply toggle on in the option to send invitation to create a password. The user will receive an email with a link where they can set their own password to access the password protected pages of the website.
EMAIL COMMUNICATION
You can manually subscribe the user to email communication. Simply toggle on in front of the option.
NOTE
Finally you can add a small note about the user, like other details or important information about your business relationship. This will only be seen by you.
ACTIONS
This field should be used to apply specific actions to a user, like approving/rejecting/managing groups.
HOW TO MANAGE GROUPS
Users > click on the small tick box on the left of each user name > Actions > Manage Groups > Add/remove the user(s) from a group > write the new Group name.
EDIT
To view more details about a user simply click on the small pencil icon. Alternatively, you can click directly on the user name to open the user card. This is another way to edit information on a user. Whenever you have done any changes, don't forget to select Save User on top.
Please note that even though visible, some features won't be usable depending on your subscription plan.
EMAIL COMMUNICATION - LAST CHANGES
You can check the date/time of the last change done regarding the email communication.
ACTIVITIES
You can visualise a log of user activities or you may add an activity and you can always download the entire log as a .CSV file.
REMINDERS
You can add reminders about the user.
RESET PASSWORD
Once the user has selected a password, the next time you open the user card you will find a Reset Password button in this field instead. Use it to reset the user's password in case he/she has lost or forgot his/her initial password. Once a new password has been created, older passwords will no longer work to access protected pages.
What are password protected pages?
It is possible to password protect specific pages to which you want to limit access from visitors. ( These pages will be set from before by the designer.)
The first step is to make sure that your users are properly tagged with the relevant tags. When you define access to password protected pages, you do it regarding groups, which means all users within that group will have access to password protected pages. It is important that you manage your users and groups closely, keeping in mind password protection.
REQUESTING ACCESS
When a visitor tries to access a password protected page to which they don't have permission, there will be an option to request access.
APPROVE REQUESTS
If a visitor has requested access to a specific page, please note that when you receive their request, it will be automatically tagged with the User Group that has permission to access the page. You can always delete or add user groups before you approve the user request.
