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User Page (Admin Only) - Managing a Team Member's Settings

This article follows on from the Adding, Viewing and Editing Users Article and details the process of creating a User account and then managing their account settings, rather than let them manage the settings themselves.

 

Adding a Team Member User and managing their Settings:

Just like when creating regular Administrator and Team Member accounts you will need to complete the Email, Contact First Name, Contact Last Name and Role information fields.

 

Managed by Admin Checkbox:

The Managed by Admin checkbox will extend the Add User dialog box to enable the adjustment of all of the Users settings.

 

Clicking the Managed by Admin checkbox again will close the Settings extension and allow the User to manage their own settings if you save the User.

A User accounts information, Role and Settings can be adjusted at any time by clicking on the Users name in the User list.

Admin-managed Team Members will not be able to view or adjust the settings on the My Settings Tab and will need to consult an Administrator in order to get them changed.

 

Adjusting the Settings for a Team Member:

These Settings are identical to those found on the My Settings Tab of the My Account Page and are adjusted in the same way.

For detailed information on each section of settings, their function and how to adjust them, please refer to the My Settings Tab Articles linked below:

My Account Page - My Settings Article

My Account Page - My Settings Tab - Billing Settings Article

My Account Page - My Settings Tab - Billing Targets Article

My Account Page - My Settings Tab - Privacy Settings Article

My Account Page - My Settings Tab - Phone Call Settings Article

My Account Page - My Settings Tab - Travel Settings Article

My Account Page - My Settings Tab - Notification Settings Article

My Account Page - My Settings Tab - Advanced Settings Article

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