Users: Creating, Permissions, Deleting
- Kelsey McCormick (Unlicensed)
- Kristin Archer (Deactivated)
Objective
To outline the process of adding an account, choosing web permissions, as well as cancelling accounts within Rezfusion web.
Creating a User
Navigate to your Rezfusion Dashboard and go to Settings> Users
2. Once inside the User interface, click the right hand corner button Add a User.
3. You will be prompted to give your new user a Username, Password, Permissions, first & last name. Everything with a Red asterisk is required to move forward with the user creation.
4. To save your user, scroll to the bottom of the screen and click create new account.
Permission Access:
Different permission will allow users to access different parts of the website's dashboard.
The following chart will show you which tabs are available at each user permission level:
Administrator | Content Manager | Lead Manager | Property Manager | Site Manager | Email Account Manager |
|---|---|---|---|---|---|
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Deleting a User
Navigate to your Rezfusion Dashboard and go to Settings> Users
2. Once inside the User interface, to delete the user click under the edit column and click the pencil icon.
3. Scroll to the bottom of the user screen and click the button “cancel account”
4. The next screen will bring you to a final confirmation page where you will have 4 options to cancel the account. The Default setting will be to disable the account and keep its content. For final confirmation hit cancel account again.