Step-by-step guide
User Roles - These are the different roles for staff members of your organization, be sure to assign employees to the appropriate roles based on the access you want them to have, employees, can be assigned to more than one role.
- CSR - This rolls has limited access but still has a lot of functionality in relation to orders and customers
- General Manager - This role is similar to the administrator but with limitations
- Graphic Designer - This role is for graphic designers, they can only see jobs that have been assigned to them
- Production - This roll can pre-flight files, change job statuses, print work orders & box labels, and run pre-production reports
- Sales Rep - This role is for sales associates, sales reps can only jobs and accounts that are assigned to them. This role ties into sales reports that are specific to sales reps and commissions
- Shipper - This role can change the status of jobs and generate tracking numbers and shipping labels.
- Administrators - This role should only be assigned to a high level trusted manager or owner of the company, this role can do everything available in the software
- Browse Roles - When clicked will open the interface to add or edit users assigned to that role.
- Add Users to Role - This will launch a screen displaying all users that have previously been assigned to a roll and search field to look for new users.
- Users are tied to contact accounts, any contact account in the system can be escalated to a user role. The user must have a contact account created on the website to be eligible to be added as an ACL user.
- The search field will locate any contacts by last name or email.
- Check the box next to the name of the person you wish to add to the roll and click Convert & Insert into Roll, this user will be added to the ACL directory and will be available to be added to other roles.
- The users assigned the role you are viewing will be displayed
- You can edit the user which will allow you to edit general info about the user
- You can remove the user from the roll
- You can suspend the user leaving them in the roll but revoking their access
- Add Users to Role - This will launch a screen displaying all users that have previously been assigned to a roll and search field to look for new users.
What is an ACL?
ACL stands for Access Control List and is a system that allows you to control what pages are available to admin roles. You can then assign admin users (your staff) to roles granting them access to various areas of the admin section.
- The ACL Role Manager is accessed in the admin section left navigation
- There are different roles for admin users based on their role at your organization,
- Be sure to assign employees to the appropriate admin role based on the access you want them to have.
- Employees can be assigned to more than one role
- The primary contact or owner of the site is assigned to all roles by default.
- At the upper right of any admin, the screen is a role drop-down menu that allows you to switch roles to see what your employees see