Training

Depending on how you have your site set up, a user will either sign up themselves for an account (in which case they will already be in your database) or you'll have to add them to the database yourself.

If you then want to add permissions to their account (say for example for a staff member that you want to have access to edit a page, or create an invoice for you) you need to do that in the PERMISSIONS tab.

This video will outline how to do that from a new account point of view, the process is the same for an existing account except you would start by searching for the contact, rather than creating a new one.



A point of note: The "Manage Groups" function has since been moved to the "CONTACTS" menu (in the video it shows it in the ADMIN menu) Other than this the info here is all valid.