Adding and Editing a User – InfluencerSoft

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Profile
Store
Site
Newsletter
Contacts
Tasks
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Reports
Affiliate program
Call center
Frequently asked questions (FAQ)

This page allows you to configure the rights and access of a particular user.

Pages for adding and editing a user are absolutely identical. They differ only in the heading (Add / Edit).

The page has basic profile information and tabs:

Store
Site
Newsletter
Contacts
Tasks
Courses
Reports
Affiliate program

Note: Depending on the selected rights, a certain set of tabs will be available.

Profile

You can set the basic settings for the user through the user profile.

The slider “At the moment user account enabled” allows you to activate or deactivate user access rights.

You can also upload a photo of a user here by clicking on the “Change” button.

The Role drop-down list allows you to select a ready-made profile for rights and accesses from existing ones.

Note: If the role is selected, the settings on the other tabs will not be available. Individual rights can be set only when no role is selected.

The Access rights radio button allows you to set the user’s basic rights (if the role is not selected).

There are three types of rights:

Call Center – can change the status and comment on the call in the accounts. If you select this type, the Call Center tab will be available.
Delivery – product shipping. If you select this type, no other tabs will be available because no added settings are needed.
Additional Administrator – user with configurable rights. If you select this type, all added tabs will be available, except for Call Center.

Next, you need to specify the data of a specific user – first name, last name, phone number, username, email, and password etc.

A confirmation email will be sent to the indicated user’s email. The user will need to click on the link in the email to confirm access to the account.

If you select no role settings (for Call Center and Additional Administrator types), you must go to the other tabs and tick the checkboxes to configure the necessary rights.

Note: Some settings are only opened when a checkmark is ticked in the top-level checkbox.

Funnels

This tab allows you to add additional administrator rights to work with visual sales funnels. If this checkbox is ticked, the user will be able to see all the funnels in your account.

Store

This tab allows you to configure the rights of an additional administrator to work with the store. You can restrict a user's access to specific product(s) in the store.

You can give access to work with all products, a certain category, or an individual product. Set up access to create and edit products, work with accounts, discounts, and co-authors.

Site

This tab allows you to configure the rights of an added administrator to work within the site.

You can give access to the creation and editing of site pages and templates, set up separate access to interactive blocks, access to trainings, surveys and viral promotions.

This tab allows you to configure the rights of an added administrator to work with the email campaign.

You can enable sending emails and/or exporting subscribers. If the checkbox "Send emails to subscribers" is ticked, the user will be able to access your email campaign and send emails to all your subscribers.

Contacts

This tab allows you to configure the rights of an added administrator to work with Contacts.

You can give access to work with all contact lists, a certain category, or an individual list.

It is possible to create and edit contact lists and subscription forms, view contacts and manage call orders.

Also, you can restrict user access to the fields that are in the contact card. By default, all fields are visible and editable. However, you can give rights to only view or to change and view.

In this case, if you give permission to “all fields,” then all those fields that are currently available, as well as those that you create in the future, will be available.

Tasks

This tab allows you to configure added administrator rights to work with rules and processes.

Courses

This tab allows you to configure added administrator rights to work with courses.

You can give access to either edit lessons, folders, and courses, as well as check reports for all courses, and access to check reports of courses only.

Reports

This tab allows you to configure the rights of an added administrator to work with analytics.

You can give access to sales statistics and newsletters, customization of sales funnels, and advertising companies, as well as to manage the sales department.

Affiliate program

This tab allows you to configure the rights of an added administrator to work with the affiliate.

You can give access to partner management and adding promotional materials.

Call center

This tab allows you to configure the rights of the call center user.

Give access to work with the orders of all products, a certain category, or individual product
Configure access options
Indicate the percentage of user’s payment
Set visibility settings for orders

After making all the settings, click the Save button. The user will be added to the list on the Users page.

Note: New users must follow the link that they receive in the email. You can also remind them of this address through the Users tab:

FAQ (frequently asked questions)

-Why is it when you add a new user's email address it is not displayed in the settings?

You have added a new user, specified the necessary data in the settings, saved them, but the user’s email address is not displayed in the “Email” field?

When adding / changing an email address, the Email will remain the same (or it will be the account holder's email if the user is being added for the first time) until the user confirms their email address.

When changing a user’s email, a confirmation email will be sent. Subject: “confirmation of user’s email address changing.”
A user needs to open this email and follow the link in it. After that, the email will be confirmed and be replaced with a new one in the user settings.

-Why can't a user log on to their account?

If a user cannot log into his/her account, the reason in most cases is that:

Invalid login link. The correct login link looks like this: https://LOGIN.influencersoft.com/shops/bills/, where “LOGIN” is the login of the main administrator of the account.
The correct link (with the already specified “LOGIN”) is in the registration confirmation letter, which is sent to the user’s mail.
The user enters their email in the login field, not the username. It is necessary to use the username to login.
The user did not confirm account registration. To confirm, the user needs to click on the link in the activation email.