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How to Restrict User Access to Clients and Web Presences

gShift's flexible User Roles and Permissions allows you to restrict access to Client's and Web Presences. This can be used to do the following:

  • Ensure Agency Clients do not see your other client's name and data
  • Prevent Users from Seeing Test Web Presences and Data

Follow these Steps to Restrict Access to Clients. (Only applies to Agency Users):

  1. Login to your Agency
  2. Click Users
  3. Click the User's email address you would like to modify
  4. Click Add Role
  5. Select List Clients from the dropdown list
  6. Click Add
  7. Remove the first role to fully activate this new Role. 
  8. Navigate to the Client you would like the User to have Access to. 
  9. Click Users
  10. Add User to the Client
  11. Repeat Steps 8-10 for as many Clients as required.
  12. The User now has restricted access to only the clients you explicitly gave them.

Follow these Steps to Restrict Access to Web Presences. (Only applies to Client Users):

  1. Login to your Agency
  2. Navigate to the Client with the Web Presences you would like to Restrict Access to. 
  3. Click Users
  4. Click the User's email address you would like to modify
  5. Click Add Role
  6. Select List Presences from the dropdown list
  7. Click Add
  8. Remove the first role to fully activate this new Role. 
  9. Navigate to the Web Presence you would like the User to have Access to. 
  10. Click Manage from top Navigation
  11. Click Users
  12. Add User to the Web Presence
  13. Repeat Steps 8-10 for as many Web Presences as required.
  14. The User now has restricted access to only the Web Presences you explicitly gave them.

More information on User Roles & Permissions. 

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