1. Overview
Seller workflow admin settings allow you to perform specific operations within the system. This article provides an overview of the Administration module. Administrators can create and maintain users as well as determine access levels and actions of system users.
- Once logged in, choose Administration from the top menu bar.
- The system will default to User settings within the Security section.
- View all sections by clicking the Administration menu bar on the left side of the screen.
- SECURITY
- Users - Add and view a list of existing users.
- Roles - Determines what actions users can take and permissions given to users.
- Access groups - Controls what agency data users will be able to access in the system.
- ORGANIZATION
- Sellers - Determines what Seller organizations the users can represent.
- SECURITY
- You can filter by Role or Status, as well as consolidate your results by quick searching.
2. Users
Administrators can create new users and edit existing user information.
- To add a new user, click the + icon on the User page.
- Fill-in the following details (blue fields are required):
- Click Save.
As soon as a new user is created, a link will be sent to the user asking them to activate their account. Once they click on the link, it will prompt them to change their password.
You can modify a users setting at any time by clicking an entry from the existing user page.
- User status is comprised of the following:
- Active: A user who has successfully logged in.
- Inactive: A newly created user who has not yet logged in.
-
Terminated: A user who can no longer log in.
- Users can be terminated by clicking this option within the specific user profile.
- Terminated users can be reactivated at any time.
- Users can be terminated by clicking this option within the specific user profile.
- User status is comprised of the following:
- To reset your password, select this option from username drop-down menu at the top
3. Access groups
- To add a new Access group, click on this option from the Administration menu.
- Fill-in the applicable fields within the Add access group window.
Access can be granted to individual agencies to access a specific agency, or All agencies granting access to all agencies.
- Fill-in the applicable fields within the Add access group window.
- Click Save.
4. Organization
- In the Organization section, select Sellers to view the list of existing Sellers as well as assign new Sellers.
- The Sellers window will display.
Administrators are only able only to view the Sellers list. This list is created or modified ONLY by Mediaocean.
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