User Management
- Sylvain Paillard
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) |
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.
This will create an empty row in the table, you can then click on the edit on the right as here:
the two only required fields are the first 2:
E-mail: provide an e-mail address that is connected to a Google Account (it might be a Gmail account, but it can also be your company’s standard e-mail address if you have linked it with a Google Account, as described here : Sign in to your Google Account with another email address - Computer - Google Account Help ).
The Group this user has access to.
The other fields can be filled, but are not required.
Pressing save will immediately give access (or change the access) of the user (no need to publish).
For the first login (per account) of the user, the “Nutzungsbedingungen der Boxalino AG” will need to be approve before the access is granted as per the following screen-shot.