This Article Is For:

• Users who are Account or Company Admins and have access to the Admin feature.
• This is applicable to all SoCast Themes

Note:

The "Manage Accounts" User Permission (accessed through http://admin.socastsrm.com/staff ) is now only available to Company Administrators. Before, this permission could be given to Users as well. This function allows staff to add, edit and delete accounts (i.e. stations) within SoCast. Having this available to Users caused permission conflicts and contributed to unexpected platform logouts.

Users will continue to have access to accounts that are checked off in the "Account Assignment" area of their permissions. As a result, we don't expect a significant impact. If a User needs access to the "Manage Accounts" function please elevate them to a Company Administrator Role. To do this, you may need to contact your Company Administrator.

These are the instructions for creating new users and login credentials for your company/account

Step-by-step guide

1. Go to Admin > Users: http://admin.socastsrm.com/staff
2. Start by setting up your permission groups so you can assign permissions to groups of users rather than configure users individually. Permissions will control what features your users have access to.
3. Click Add New Group in the Permission Group module in the right column
4. Provide a name for your new permission group
5. Select the check boxes for permissions to apply to your new group
6. Click Save when done
7. To create a new user, click Add User , and fill out all the required fields including:
8. Staff Name : Add the user's name
9. Email : This will be the email they use to log in with, and the email password resets will be sent to.
10. Password : An email will be sent to the user with login instructions. This email will come from 'no-reply@socastsrm.com'. Please have the user check their spam/junk folder of the email provider for this email.
11. Locked : if box is checked, this user's account will be 'locked' and they will be unable to log in/access the SoCast Platform
12. Timezone : Fill in the timezone that user works in
13. System Role : Generally everyone created will be a 'user', unless you are creating another company admin in which case choose 'Company Admin'
14. Account Assignment :  Check off all account the user you're creating should have access to
15. Permission Group : Select one of the permission groups you created in Step # 3 and/or customize permissions specific to this user
16. Individual Permissions :  If you selected a permission group, these should already be filled in, however you may individually check off any additional permissions you'd like this user to have
17. Click 'Save'