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Fundamentos del administrador

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Introducción

Cuando agrega un usuario a Infusionsoft, el sistema aplica automáticamente permisos globales. Estos permisos deben establecerse para el nivel mínimo de acceso que desea conceder a cada nuevo usuario. Una vez que se haya procesado completamente una nueva cuenta de usuario, puede editar los permisos para personalizarlos en función de las responsabilidades específicas del trabajo. A medida que configure los permisos globales, aprenderá cómo cada configuración afecta la experiencia de sus usuarios y su capacidad para completar ciertas tareas. Los permisos globales no se aplican a los usuarios que se agregan al grupo de usuarios admin; Los permisos para los usuarios de este grupo se establecen automáticamente en sí, lo que significa que tienen acceso completo a su aplicación Infusionsoft.

Instrucciones paso a paso

1 – Vaya a Admin> Configuración en el menú de navegación principal.

2 – Haga clic en Usuario en el menú Configuración de usuario.

3 – Haga clic en el enlace Permisos globales.

Revisar y / o cambiar los permisos globales para cada área del software. El sistema aplica automáticamente el cambio y lo confirma con una marca de verificación verde. Las reparaciones se dividen en secciones con pestañas basadas en categorías generales y relacionadas con el rol. Dentro de una pestaña, puede haber subcarpetas que segmenten aún más los permisos específicos. La configuración de permisos globales generalmente es una tarea única. Sin embargo, es posible que deba modificar los permisos de usuario basados ​​en las responsabilidades del usuario.

 

Admin Basics – SBSA

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