Admin users are the users that the admin will grand a required access of the account to perform different tasks such as managing lists, campaigns and follow-ups etc. You being admin can add as many staff users as you feel convenient, but before you can add a staff users account to help the admin perform different tasks, you are required to add the admin roles.
Admin roles are the way admin can control the access level of the admin users. The access control list offers admin an ability to allow the admin groups and eventually the users in certain group to perform specific administrative tasks, or not able to perform the others. So as a first step let’s learn adding an admin role.
Navigate to Admin Roles
Main Navigation -> Staff Management -> Admin Roles
Landing on admin roles page will open up view admin roles table, where you will have only one entry of the super administrator account. To populate more records in the table, you would need to first setup the admin roles. Click “Add Admin Role” button from the top of the table to start adding a new admin staff role.
Add Admin Role
The only required field to add a staff role is the admin role name. Names help to easily identify the groups from the list of all groups, and conveniently add staff users in the desired admin role.
Followed by the role name, you will see all the functions/modules of CampaignsPlus appearing separately in the sections below. Let’s take first section as an instance and learn to allow admin role performing few function and disallow accessing the others. First section is List Management, beside the label of the section; you will see a button “Check All”. If you want the admin role and the users in it to perform all the function to create, view and manage the lists, you can click “Check All” and it will have all the checkboxes selected appearing besides the functions. But if you want the users in this admin role a limited access to certain functions only, separately tick the checkboxes to allow, and keep the boxes unchecked to disallow. It is how you control the access level of the staff users by creating admin roles.
The “View Roles” is pretty simple table with couple of columns to provide the information related to the available admin roles. The first entry of table is occupied by the super admin; while entries down in the line show the list of other admin roles. You can perform couple of actions under the actions column to edit an existing role or delete the one to remove it from the list.
Add Staff Users
As you have now created an admin role, you can now add one or multiple users and can assign these users to one of the earlier created admin roles.
Navigate to Add Staff Users
Main Navigation -> Staff Management -> Add Admin User
Clicking add admin user from the main navigation will lead you to the page where you will see a table, providing a list of available admin users accounts. When you don’t have any, it will still show one entry of the Administrator. Add a new admin account by clicking “Add New Staff” from the top of the table. A form appears on your screen with all mandatory fields/selections.
Provide a name of the admin user. It can be a personal name like John etc. or you can have it setup according to the role user needs to perform, Account Manager, Designer and such.
It should be a complete qualified email address for the admin user to provide and access the account. This email will act as username to access the account.
A password that the admin user will use with the above mentioned email/username to access the account.
Confirm earlier provided password to continue
A dropdown that contains all available admin roles from which you need to select the desired one, as per the access you want to grant to the admin user. There is a default Super Admin role appears in the dropdown to select as well, if you want allow specific user a full access.
View Admin Users Table
Apart from the first entry in the table, all other entries show the admin users you have added in your account so far.
Under first column you have the checkboxes to make a selection of multiple records from the table.
Each row under this column represents an admin user account with its name.
Email address that was assigned to specific admin user to use and access the account. This email is used as a username and no admin user can access the account without having this email.
Which admin role specific admin user account was assigned to? Admin users will only be able to perform the tasks that the role of their belonging allows them to perform.
First entry of the table is of the Super Admin User and these actions aren’t applicable to that account. These actions are applicable to the accounts you have later created using this Admin User Management module.
|Edit||Click to edit specific admin user account|
|Delete||Remove an account from the list|
|Bulk Delete||Make a selection of multiple accounts using the checkboxes from the first column, go to Tools towards the top right area of the table, and select under from the Tools.|