Summary:  This training will guide you through the process needed to create new users in the WorldVu system and to create/modify the roles/permissions of WorldVu users.

Log into WorldVu Dashboard

  • Click on System > Permissions > Users

Creating/Modifying  WorldVu Users

  • Click on “Add New User”
  • Fill out the “User Info” page.
  • Click on “User Role” and assign the role.
  • Skip the “REST Role” and click on “Website” and assign the user to which websites their role will apply.
  • Click on “Save User”

Note:  Repeat the same process used for creating a new user to modify a user except instead of clicking on “Add New User” you will choose the user from the list presented.  Once you click on the user you will review/modify, fill in/change the same pages you filled out to create a new user making changes as needed.

Creating/Modifying WorldVu Roles

  • Click on System > Permissions > Roles
  • Click on “Add New Role”
  • Create the name for this new role (For example, Admin/Customer Service/Accounting)
  • Click on “Role Resources” in the left hand menu.  This will lead you to a long list of “Role Resources”.  You add a role responsibility by clicking on the gray box.  A black check mark will show when a responsibility/authorization is given.
  • Click on “Save Role”

Note: If you click on the main category for the responsibility/authorization you will notice that the entire subcategory list will automatically become checked.  If you choose to limit responsibilities/authorization you will need to uncheck the main category and then click only the subcategories needed for this particular role.

Note:  Repeat the same process used for creating a new role to modify a role except instead of clicking on “Add New Role” you will choose the role from the list presented.  Once you click on the role you will review/modify, fill in/change the same pages you filled out to create a new role making changes as needed.

We hope this helps.  Check out our other training posts for additional assistance.