Digital Alchemy | 5750 Stratum Drive Fort Worth, Texas 76137 | Phone: 817.204.0840 Fax: 817.887.1355 | www.Data2Gold.com User Manager Tutorial.

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Presentation transcript:

Digital Alchemy | 5750 Stratum Drive Fort Worth, Texas | Phone: Fax: | User Manager Tutorial

Digital Alchemy | 5750 Stratum Drive Fort Worth, Texas | Phone: Fax: | User Manager Function This function can be used to: Create New Portal Users Modify Existing Portal User Access Deactivate Portal Users See all Users associated with your property or all Users you have created

Digital Alchemy | 5750 Stratum Drive Fort Worth, Texas | Phone: Fax: | User Manager Function Access User Manager from the Tools Bar

Digital Alchemy | 5750 Stratum Drive Fort Worth, Texas | Phone: Fax: | User Manager will automatically display the Users associated to your property. You can then search for Users you created, or all Users. Searching for a User… *Note- Before you create a User, search by address first in the All Users, Property Users, or Users I Created tabs. The Portal will not allow duplicate addresses to be used for User Access.

Digital Alchemy | 5750 Stratum Drive Fort Worth, Texas | Phone: Fax: | Creating a New User… Select Create New User after search has yielded no results Under the General Tab: 1)Log-in name should be the full address. Complete all fields. 2) Auto- Generate a password so it meets the DA password criteria. Then the User can change their password when logged in. You can also test a standard password to see if it will pass. Under the General Tab: 1)Log-in name should be the full address. Complete all fields. 2) Auto- Generate a password so it meets the DA password criteria. Then the User can change their password when logged in. You can also test a standard password to see if it will pass.

Digital Alchemy | 5750 Stratum Drive Fort Worth, Texas | Phone: Fax: | Creating a New User… Under the Rights Tab: 1)Use the “Forced Allow” column to assign functions this User will need. 2) The icon for each function will only appear for this User if you have granted access to it. Under the Rights Tab: 1)Use the “Forced Allow” column to assign functions this User will need. 2) The icon for each function will only appear for this User if you have granted access to it.

Digital Alchemy | 5750 Stratum Drive Fort Worth, Texas | Phone: Fax: | Creating a New User… Under the Establishments Tab: 1)Choose the property (s) that this User needs access to. 2) Save all information and the process is complete. Under the Establishments Tab: 1)Choose the property (s) that this User needs access to. 2) Save all information and the process is complete.

Digital Alchemy | 5750 Stratum Drive Fort Worth, Texas | Phone: Fax: | Modifying an Existing User… When you have found the User you need to modify, select the Edit icon to be brought into the standard user manager screens and edit as needed. Be sure to save!

Digital Alchemy | 5750 Stratum Drive Fort Worth, Texas | Phone: Fax: | If you do not have User Manager under Tools in your Portal, your Account Manager can grant you access to that function. Please contact your Account Manager or with any questions, comments, or to sign up for an additional online training.