Working With Employee Accounts
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This article will show you how to create new employee accounts and edit them, and also explains what those admin access settings mean.
Creating an Employee Account
Creating new employee accounts is very straight-forward, and requires only a single form. To create a new employee account:
- Choose "Accounts" from the Control Center's main menu
- Choose "Employees" from the sidebar
- Click the blue "Add Team Member" button near the top of the page in the main section
- Complete the pop-up form that appears
- Only the email address is required, but we strongly recommend filling in all applicable fields for best results
- Select the Customer Rep checkbox if you intend to assign the employee to a customer account, which ensures that they receive all notifications for that customer's activities on the site
- Select the Admin Access checkbox if your employee will be working in the Control Center for tasks like editing your website's information or processing customer orders. This will make an "Edit" button appear that allows you to fine-tune your employee's privileges.
- Select the Show on Staff Page checkbox if you wish to include this employee on the Meet Our Staff page. This allows you to add additional information like more photos, a bio, and a Question/Answer section to help your customers get to know your staff a little better.
Editing an Employee Account
Editing an employee account is similar to creating a new one. All you have to do is locate the employee account you wish to edit:
- Choose "Accounts" from the Control Center's main menu
- Choose "Employees" from the sidebar
- Click the blue "edit" button to the right of the employee account that you wish to edit
- Update the pop-up form that appears as needed
- Only the email address is required, but we strongly recommend filling in all applicable fields for best results
- Select the Customer Rep checkbox if you intend to assign the employee to a customer account, which ensures that they receive all notifications for that customer's activities on the site
- Select the Admin Access checkbox if your employee will be working in the Control Center for tasks like editing your website's information or processing customer orders. This will make an "Edit" button appear that allows you to fine-tune your employee's privileges.
- Select the Show on Staff Page checkbox if you wish to include this employee on the Meet Our Staff page. This allows you to add additional information like a bio, a Question/Answer section and social media links to help your customers get to know your staff a little better.
About Those Admin Access settings...
In most cases, the admin access settings give full access to the portion of the Control Center that they are named for. For instance, Workflow, Web Pages and Order Forms give the employee full access to everything accessible through the Workflow, Web Pages or Order Forms portions of the Control Center.
In other cases, the setting gives access only to the sub-menu that it is named for. For example, My Website > Website Settings grants access only to the Website Settings submenu of the My Website section, not to the entire My Website section.