Assigning User Permissions
Before anyone can get started using sales attribution links, invoices, reports, or leverage discounts, they will need proper user permissions. An administrator for Self-Serve Direct will have the ability to add and remove privileges from your sales team, as well as assign them access to particular parts of the program, including sales tracking links, and reports
Below is a quick step-by-step guide highlighting the process of giving people on your sales team proper privileges for Self-Serve Direct features.
To set up user accounts for your team, follow the steps below:
- Log Into Your Buysellads Account.
- Click The Settings Link From The Dropdown Menu.
From the drop-down menu in the top-right corner of the BuySellAds dashboard, click the down arrow next to your email address, then select the Settings link. This link will redirect you to your user profile page. From the profile page, you’ll be able to add people to your sales team.
- Click People In The Sidebar.
Once you’ve been redirected to your profile page, click the People link in the left sidebar. From this page, you’ll get a quick glance at your entire sales team, their permissions, as well as add new people to your account. You can also edit, and deactivate accounts where appropriate.
- Click The Gear Icon For The Proper Person, Then Edit
To the right of the People and Permission columns on the People page, a green button will let you add people to your account. Click it.
- Scroll To The Permissions Section And Check The Proper Boxes.
- Click Save.