User Creation & Management

Assigning Admin Access to a User

Specify which users can access and manage the back-end configuration

Read this article to understand how to: 

  • Limit users admin area access
  • Specify and manage users access to back-end configuration 

In the platform, you can provide certain users access to the admin area. You can specify which users can access and manage the back-end configuration, content and user load etc. You can even limit which admin areas they have access to.  

1. To assign admin access go to the Accounts section of the admin interface. Select an account and click on the Admin Rights tab.

2. Select all users or a specific user to assign them admin rights.

🔔 Note - If you make a change in the account section the changes will apply to all users in that account. The changes might not be seen if you click on the user section and into the user itself. However, they will have been applied.

3. Select which level of admin access you'd like to grant the user(s). The options are:

  • Usage Analysis Admin - Allows access to the analysis stats area showing report and search usage, sales leads and so on. 
  • Client Admin - Allows access to the accounts section where you can create accounts, users and licenses. This includes the ability to make changes to a user or account's admin rights. The site admin area can also be accessed. This is where the look and feel of the site can be managed.
  • Report Admin - Allows access to the content administration area. Here you can create new content or modify it. Tags, categories and analysts can also be managed here.
    • Allowed to edit properties of reports that affect users and licenses - This is a new option underneath the Report Admin. The purpose of this feature is to prevent Report Admins from being able to change things that will affect key features such as licensing. This secondary level allows these admin users to create and update reports, but have no control of the following:
      1. Categories
      2. Notes
      3. Global buy it now
      4. File explorer 
  • Analyst Admin - Allows the user to create new reports and edit and delete them. They can view all reports, but can only edit reports that have a New status.

4. Click Save changes.

5. The admin area is restricted to registered IP addresses. If you add a new admin user who works in your office, they are most likely accessing the site from an IP address already added to the site. If you would like this user to access the admin area from any location (by allowing them to register their own IPs), add them to your remote admin list.  

🚨 Note: Clients should NOT be given access to any of the admin areas.