Password - Logins - Admins - Volunteers - Using the User Page to Set up your Team by giving them Access
Once you get your Auction site address and admin login information, the first thing you are likely going to want to do is add the rest of your team to the user list.
If you have admin rights you can solve access problems for anyone on your team. Having another admin is a safety in case you forgot your password.
User Roles and What Each Can Do
Admin Can do everything but Delete Orders.
Volunteer (Defined by limitations) No Admin page access. Cannot delete Users.
Staff Same as volunteer but appropriate where organization is paying those doing the work.
Solving Login Problems
1. Do they have a trusted account that was set up with a login and password ? Sometimes people do not even have an account but see the login link and assume they already have an account.
2. Is the browser they are using "helping" them by adding a "www" into the URL ? The addition of the "www" will cause the login to fail.
3. Are they logging into the correct address ? Send them a link or have them read it to you letter by letter so there is no doubt they are trying the correct address. Manually type in a new password and test it yourself.
Adding a New User
1. Logon
2. Click on User tab .
3. Click on New user link.
Required fields (numbered) to set up team member accounts:
1. Login (Recommend a pattern you can remember such as e-mail or Initial-last name combination.)
2. Password (Recommend a pattern such as changeme so you have less to remember.)
3. Name
4. Choose role (Admin, Volunteer, or Staff)
5. Move it in the direction of the box you want using the arrows.
6. The role will move.
Click on Create button at bottom of screen to save your work.
Repeat until you have as many volunteers and admin as you need. You can also use this to reset passwords or recover forgotten logins.
Editing a User Already in the User List but without a trusted Role - Login - Password #1
Click on "Edit" for Record on User page.
Editing a User Already in the User List but without a trusted Role - Login - Password #2
1. Replace Junk login with real Login.
2. Create Password.
3. Establish Trusted role
4. SAVE
Seeing who is on Your Team
1. Go to the User tab.
2. Search by Role.
3. Sort columns by role, name, last updated etc.
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