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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 on theme: "Digital Alchemy | 5750 Stratum Drive Fort Worth, Texas 76137 | Phone: 817.204.0840 Fax: 817.887.1355 | www.Data2Gold.com User Manager Tutorial."— Presentation transcript:

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

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

3 Digital Alchemy | 5750 Stratum Drive Fort Worth, Texas 76137 | Phone: 817.204.0840 Fax: 817.887.1355 | www.Data2Gold.com User Manager Function Access User Manager from the Tools Bar

4 Digital Alchemy | 5750 Stratum Drive Fort Worth, Texas 76137 | Phone: 817.204.0840 Fax: 817.887.1355 | www.Data2Gold.com 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 email address first in the All Users, Property Users, or Users I Created tabs. The Portal will not allow duplicate email addresses to be used for User Access.

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

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

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

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

9 Digital Alchemy | 5750 Stratum Drive Fort Worth, Texas 76137 | Phone: 817.204.0840 Fax: 817.887.1355 | www.Data2Gold.com 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 email customercare@data2gold.com with any questions, comments, or to sign up for an additional online training. customercare@data2gold.com www.data2gold.com


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