To get started easily, first create one or several user groups and after create the users associating each user to one of the user groups 
User groups
You can find the User Groups in the menu User Management > User groups:
A user group defines a level of access for a certain group of users.
In the user group view, you only define the level of access. Then, it will be the users themselves which will be connected to a group in the User View (as described below).
To create a User Group, click on the “+ Add” button on the top left and then enter a clear access level name, like for example : “full_access”.
Press “SAVE” and then click on the edit button on the right of the row which as added:
Then select a level in the list and press save:
Here are the description of the accesses for each level:
Access Level | Rights | Comment |
|---|---|---|
0 - full access | full | only for the administrators, as it includes defining who can be a user or not and with which rights |
1 - extended access | everything (except some key advanced aspects) | only for the administrators, as it includes defining who can be a user or not and with which rights |
2 - standard access | same as 1, but without:
| fine for most users (even quite advanced ones) |
3 - limited access | same as 2, but without:
| fine for many users who do not need publishing rights (only push data), so typically good for Marketers with limited usage of the admin |
4 - minimum access | Sames as 3, but without:
| Very limited access, only for people who need to edit campaigns or content without publishing or push data rights |
5 - full access read only | full, but only to see, not to change anything | |
6 - extended access read only | sames as 1, but only to see, not to change anything | |
7 - standard access read only | sames as 2, but only to see, not to change anything | |
8 - limited access read only | sames as 3, but only to see, not to change anything | |
9 - minimum access read only | sames as 4, but only to see, not to change anything | |
10 - defined User-Group accesses | custom | advanced (not described here, ask for support if the standard level don’t support your needs) |
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1.2 Users
In this menu you can create the users, that should have access to your account. To create a new user, click on the add-button. The username should be unique and somewhat descriptive to make management easier. To en- or deactivate the user, simply adapt the Status-switch. Under Group you can define to which usergroup the user belongs to.
To save the user click on save. To edit or delete the user, click on the pencil button or the trashcan button.
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1.3 User group accesses
Usergroup accesses view isch defür da zum säge weli gruppe bzw au einzelni users dörfet wenn und wie uf was zuegriife. Funktionalität für zuegriffs management selber het aber no gfehlt also isch nume de teil vom UI da zum users/gruppe bim access hinzuefüege.
This menu is used to manage the accesses for the usergroups and users. Give the access a label you can recognize and set the status of the accerss to active or inactive depending on your needs. You can grant and exclude the access from user groups and individual users specifically.
You can also define a timespan, where the access should be active. For example you could do this if you have a trainee, who is only working at your company for a week.
As above, to edit or remove the user group access, use the pencil and the trashcan button.
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1.4 Licenses
This view is only used by Boxalino’s internal staff. If you want to know more, contact Boxalino directly.
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