Users

You can grant different levels of access to your website to your staff members by setting up an account for on your CRM Dashboard. 

At SeoSamba we care about security, find out more on how to activate two-factor authentication to your SeoToaster Website and CRM 

On the Manage Users screen just click +New user: 

Add new user's details, activate 2FA if needed and save or send an email invite: 

 Here is a short description of the roles and screenshots of admin panels to illustrate the difference:

Admin:

These users access and interact with all system areas.

Sales Person:

Like copywriters, these users are restrained to fewer control panel items in relation to their function. Sales Persons can access PAGES, MEDIA, and STORE Dashboard menus. They can not edit the STORE dashboard layout.

Copywriter:

These users are restrained to fewer control panel items in relation to their function. Copywriters can access PAGES and MEDIA menus. They can see all types of containers and are able to edit their content.

Member:

Users who register through the membership sign-up form. These users have access to their own profile page, and any page that is set as protected from the page properties screen.They can't see containers and formatting options.

Customer:

Users who made a purchase through your shopping cart. All buyers get an account automatically created for them in order to expedite the buying process. You can then elect to configure the action email facility to email them their credentials if you wish to make them aware of the existence of their account. These users get access to a customer profile page which details shipping addresses they have used, view their orders, access shipping tracking information and invoices pdf for their purchase. No credit card information is accessible from there. However, you are free to add any amount of information to their private area, including videos, pdf files or anything else.

Supplier:

Suppliers are a type of CRM users associated with your product operations.
You can add new suppliers in the Admin panel in Other/Manage Users, and then select them from each individual products. Email notifications can then be sent to suppliers for re-order or other tasks.