Users - Getting Started
'Users' is an area within Portal where you can view a complete list of all users within your own Agency, and within your clients.
Within this doc, you can find helpful information covering Users, such as:
Finding Users
User Information
Details
Sites
While viewing your Portal, use the left-hand menu to click "Users" to view, manage and edit all Users you have access to.
Here, you can see more information about your sites, such as:
ID - Unique identifier for this User
Name - Name for the User
Email Address - Email address for this User
Comapny - Agency or Client company this User belongs to
User Level - Agency, Client or Client_Restricted
Latest Activity - The date that this User last logged in
You can view and manage any User from this list by clicking the User's name, or pencil icons on the right-hand side. You can also view and manage a User's company by clicking the company's name.
To invite a new user to your Agency, click here.
To invite a new user to a client, click here.
While viewing this list, click the name of any User (or the pencil icons) to find out more information.
This redirects you to 'Details', the first tab in this new area.
Here, you can see more information about this User, such as:
ID - Unique identifier for this User
Name - Name of the User
Email Address - Email address of the User
Company - Name of the Client or your Agency
Last Logged In - The date that this User last logged in
User Level - Client Standard or Client Restricted - This can be edited by Agency Users. You can find out more information about this here
From 'Details', navigate to the second tab along, called 'Sites'.
Here, you can view and manage a list of all Site this User has access to.
Note: If a User has access to Sites that are not appearing here, then a User may not have entered this Site previously. A User will need to visit a Site's admin for the first time for this Site to be listed here.
You can learn more about Sites here.
Portal - Overview Introduction
Portal - Sites - Introduction
Portal - Agency - Introduction
Portal - Clients - Introduction
Within this doc, you can find helpful information covering Users, such as:
Finding Users
User Information
Details
Sites
Finding Users
While viewing your Portal, use the left-hand menu to click "Users" to view, manage and edit all Users you have access to.
Here, you can see more information about your sites, such as:
ID - Unique identifier for this User
Name - Name for the User
Email Address - Email address for this User
Comapny - Agency or Client company this User belongs to
User Level - Agency, Client or Client_Restricted
Latest Activity - The date that this User last logged in
You can view and manage any User from this list by clicking the User's name, or pencil icons on the right-hand side. You can also view and manage a User's company by clicking the company's name.
To invite a new user to your Agency, click here.
To invite a new user to a client, click here.
User Information
While viewing this list, click the name of any User (or the pencil icons) to find out more information.
This redirects you to 'Details', the first tab in this new area.
Details
Here, you can see more information about this User, such as:
ID - Unique identifier for this User
Name - Name of the User
Email Address - Email address of the User
Company - Name of the Client or your Agency
Last Logged In - The date that this User last logged in
User Level - Client Standard or Client Restricted - This can be edited by Agency Users. You can find out more information about this here
Sites
From 'Details', navigate to the second tab along, called 'Sites'.
Here, you can view and manage a list of all Site this User has access to.
Note: If a User has access to Sites that are not appearing here, then a User may not have entered this Site previously. A User will need to visit a Site's admin for the first time for this Site to be listed here.
You can learn more about Sites here.
Related Documents:
Portal - Overview Introduction
Portal - Sites - Introduction
Portal - Agency - Introduction
Portal - Clients - Introduction
Updated on: 23/10/2021
Thank you!