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.