How to Grant Remote Administration Access
Remote Administration Access Procedure
Objective
This SOP outlines the steps to grant remote administration access to users for specific areas of the app without providing full access to the admin console.
Training Video:
https://loom.com/share/cf14314103d044f58c77c1656d34b4b8
Key Steps
1. Granting Access via Detail Page 0:00
Navigate to the remote administration detail page.
Check the box for 'Allow Remote Administration'.
Set the desired privileges for the user (e.g., edit information, add buttons, send push notifications).
2. Sending Access via URL 1:10
Enter the user's name (e.g., Rose Dumig).
Select 'URL' as the access method.
Click 'Copy Link' to copy the remote management link.
Click 'Submit' to save the access.
Email the copied link to the user.
3. Adding Multiple Users 1:39
Click 'Add Additional Access' to grant access to more users.
Repeat the process for each additional user.
4. Updating Permissions 2:56
To change permissions, click on 'Update Permissions'.
Choose to revoke access or replace the URL as needed.
5. Granting Access via Email Login 3:55
Check the box for 'Allow Remote Management'.
Enter the user's name and email address.
Set the desired privileges for the user.
6. User Management Overview 4:46
Navigate to 'User Management' to view users with access.
Users with a star have full admin console access.
7. Setting Password for New Users 7:37
Click on the pencil icon next to the user to edit.
Set a password for the user and click 'Change Password'.
8. Emailing Login Information 8:29
Email the user the Admin Console link along with their username and password.
9. Managing Access to Calendars 9:57
Access calendars by clicking 'Event Config'.
Follow the same steps as for detail pages to grant access.
10. Removing Admin Access 10:22
To remove an admin, click the trash can icon next to their name.
Cautionary Notes
Ensure that you have the correct email address for the user before sending access.
Always click 'Submit' after making changes to save the settings.
The Email Address for each is the base for the account. If a different name is entered for the same email address, the original name entered will be the one displayed.
Tips for Efficiency
Use the templated emails and training video provided in the help area for quick communication.
Related Articles
Remote Management Access
How to grant permission to a separate business/entity to manage their own detail page within the Admin Console: In order to give a business the "permission" to edit their own page / send push notifications, follow these steps: Click on the pencil ...Remote Management Instruction Email Templates
Recommend having a templated email with information about the privilege's within the mobile app. Include their individual URL (click COPY LINK FOR REMOTE MANAGEMENT) and the tutorial video of how they can manage their own detail page (Video link: ...How To Log Into the App (On the Phone or Smart Device)
HOW TO LOG INTO THE APP ON THE PHONE/SMART DEVICE AS AN ADMIN Open your App Click on the Upper Left Hand Corner of the App (3 Lines) Click "Log In" Select Email Log In Type Email Log In Options: Gmail: CLick HERE to view process Email: Cllick HERE to ...Remote Management Tutorial
Provide this training video to any entities that you are allowing to have control of the management of their Business Page (Detail Page). Sample Emails can be found in this HELP area under the Remote Management Menu Capabilities include: Request ...Growthzone Calendar URL
Generate URL for Growthzone Calendar Import: Within Growthzone: You can locate the Calendar Feed setting by navigating to Setup > Event > Calendars. Each calendar has its own unique Calendar Feed URL. To view it, simply click into the specific ...