Any Account Manager is welcome to add additional users to the Fama portal, or edit existing users' roles at any time. Select 'Users' on the left sidebar, then press the green 'Add New User' button.
Next, you will enter their email address and select what type of role (permissions) they should have.
Here is a description of each role:
Account Manager - Can order reports, create/edit/delete Behavior Kits, create/edit/delete account users, re-run reports, edit company settings, create sub-companies, and view all completed reports.
Company Manager - Can create/edit/delete account users, edit company settings, and create sub-companies. Cannot view reports or place orders.
All Company User - Can order reports, re-run reports, view company settings and all in progress reports, and view all completed reports.
Company Lite User - Can order reports, re-run reports, view all reports, and download report PDFs. Cannot view company settings, behavior kits, or users.
Lite User - Can order reports, and only view the completed reports that they personally ordered.
User - Can order reports, view company settings and in progress reports they've requested, and re-run and view the completed reports that they personally ordered.
View Only - Can only view completed reports.
Requestor Only - Can only order reports, cannot view them once completed.
Select the green 'Add User' button to save. If you are adding a user to the system for the first time, they will receive an automated email containing their password information. Please instruct them to check their Spam folder.
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