Table of Contents
Overview
What is a Site Administrator?
Site Administrators - are the super users on your site. They have access to both the front end (what staff see) and the administration site. Site Administrators have access to everything, can create forms, portals, pages and page parts. Most users on the site will are restricted from accessing the site administration site. They access everything from the front end.
What is a user?
Users are people who are granted access to your ShareVision site. Users are granted permissions based on the role they play.
Adding new users
Users can be add users from the Users link found in Sites Administration under Site Users and Security or alternately, the same page can be accessed from the Administration Portal in the Quick Start.
Users are automatically assigned to the Staff role and are set as active when they are added to the site.
Number of allowed users
The number of active allowed users is dependent upon the ShareVision Subscription.
Simply 10 - 10 users
Simply 25 - 25 users
When you meet the maximum number of allowed users a message is displayed and the create new user button is not available.
[image - can get it from devv5]
Roles and Users
Users can be grouped into roles which can be applied to services, portals or pages to control who has access to specific areas or granted permission to perform specific duties, like creating new users or adding clients, programs or contacts.
Who can Create New Users?
ShareVision administrator role has permission to create and manage users. The Managers role also has permission to create and manage users, but can only perform that action if granted access to the Administration Portal.
Permission (access) to the Administration portal can be adjusted to suit your requirements. Manager Role permissions can be adjusted to suit your requirements. We recommend that you get somewhat familiar with roles and permissions before you start making changes to permissions.
All users must be Active and in the Staff role to access ShareVision.