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The clients only module requires setting up the Administrator (you) account.
1) Log in, using your user name/password
2) Fill in details in PROFILE, save (this can be edited later if needed)
3) Using PRIVACY, select EVERYONE
4) Under LOOK AND FEEL, select which module you prefer to view when logging in (Address, Calendar, etc.), SAVE
5) Under NOTATIONS, select Sunday or Monday as first day of the week; most other fields are OK as is.
Once that area is set up, then you can add a homeowner/user to the system.
1) Click on ADMIN (top icon menu that looks like a man)
2) Click on MANAGE USERS
3) Under MANAGE USERS, click on NEW USER
4) Fill in appropriate PERSONAL INFORMATION; EMAIL is required (the email field allows an email to be sent to homeowner when an event is scheduled, how to access the system, etc.)
5) Under ACCOUNT INFORMATION, assign a user name (ie, MarySmith) and assign a password, confirm a password.
6) UNCHECK "make this user visible to all users" otherwise all your homeowners will be able to see each other and their information
7) Under MODULES, the USE column allows a homeowner to see those areas. Usually all those fields are appropriate for the homeowner to USE. Decide which modules you would like them to MANAGE. For instance, if you want them to be able to add an event to the calendar (ie, on vacation), check the box next to the MODULE in the MANAGE BOX. We suggest allowing access to CALENDAR, NOTES, and BOOKMARKS. Perhaps you will also want them to comment in PROJECTS, or be able to upload a FILE. BOOKMARKS is useful when asking them to comment on product selections.
From this point on, when you use any of the MODULES, you set the PROPERTIES and PERMISSIONS to allow whichever USER / HOMEOWNER access. An example is:
1) Click on CALENDAR from the top menu
2) Click on the second row of icons called CALENDARS
3) ADD a new CALENDAR
4) Name the CALENDAR (Tip: name the calendar the same name as the user for ease of use)
5) Once created, click on READ PERMISSIONS
6) Under AUTHORIZED USERS, click on ADD
7) Click on SHOW ALL
8) Select name of HOMEOWNER / USER, then ADD
9) Repeat this process for WRITE PERMISSIONS if you want the HOMEOWNER/USE to add events to the calendar
10) Click on CALENDAR from top menu
11) From the pulldown menu called Calendar: select the calendar that you just added
12) Select the date for the event, type in a descriptor in the hour and the details window will appear; fill in as needed, taking care to PUT THE EVENT IN window has the right homeowner selected.
13) There are other options such as adding an INVITEE, RECURRING etc.
14) OK, APPLY or SAVE & NEW to add more events.
The other modules are similar. Create, assign to a user.
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