System Administration Overview and Settings

About System Administration

There are five System Administration functions:

1. Settings

2. Users

3. User Roles

4. Fields

5. Integrations

Settings

This is where you are able to enter “white” labeled content. You can update a company logo, provide a support email for users to contact, or add custom footer content. Click on the pencil icon to open the editing module, make your updates, then click save.

Your Project Manager will set up the preliminary list of users prior to training.

Adding a User

1. Click the + Add new user button.

2. Populate the required information, including their role. See User Roles for instruction on how to create a user role.

3. Click the Save button.

Assigning Locations

You can determine and control which entities users have permission to view and/or modify by assigning user locations.

1. Search for the user.

2. Click the + (Expand) button.

3. Click on the User Locations tab

4. Click the Assign Locations button.

5. Select all entities, search for individual entities, or apply a filter and enable the entities that should be available to view or edit.

6. Click the Save button.

   

   

User Roles

Your Project Manager can initially set up as many roles as desired depending on the view and edit access you would like granted to employees.

Note: You can now also create an internal approval process by distinguishing users from “suggester” or “reviewer”. If someone is given the “suggester” permission, they can edit location data. However, their edits must be approved by a “reviewer” before they are submitted to online directories and webpages.

Setting Up New User Roles

1. Under the User Roles tab, click the Add new role button.

2. Enter the Role Name.

3. Click the Save button.

   

4. Click on the pencil icon to edit the user role.

   

5. Enable the permissions you would like to apply to each user role by selecting the correct checkbox. A user can have View Access, Edit Access, or No Access.

• View Access allows the user to see the field, but they will not see a pencil icon next to the field or be able to edit the data.

• Edit Access allows the user to both view and edit the field.

• No Access does not allow the user any access to view or edit the field.

6. Click the Save button.

Fields Configuration

Note: Fields Configuration can only be set up by your Account Director. Please inquire with your Account Director if you are interested in utilizing this feature.

The fields configuration tab allows you to customize which entity fields are required. This way required fields don’t get skipped when a new location is added.

Integrations

Note: Integrations can only be set up by your Account Director. Please inquire with your Account Director if you are interested in utilizing this feature.

The integrations tab allows you to connect to your Facebook and/or Yelp account. This integration will allow the platform to pull in social media data for Local Reviews.