The following guide will help you navigate account permissions in Weezmo. Here you can find detailed instructions for your permission options, and manage accounts efficiently.

In the "Account Settings" window, open the "Permissions" tab.

To create a new user, click "New".

In the "New User" window, you can define a new user's email adress, role, status and permissions. You can also define authorised IP adresses for this user's login, as well as viewing, editing and publishing settings in several different communication platforms.

The "Roles" drop-down displays the roles defined in the system. Each role has a defined set of permissions within the different system windows. Permissions defined for the selected role are displayed in the check boxes displayed on the righthand side. You can also select the "Custom" role, and manually define this user's permissions. To give a user permission to all system settings, define their role as Business Admin.

The "Branches" drop-down displays the existing branches. You can use this list to select one or more branches linked to this user. If no branches are specified, this user will have access to all branches. To remove a branch, click the X button next to the branch displayed in the field.

To add an allowed IP address for user login, click the + button under the "Allowed IPs" section, and then type the IP address in the displayed field.

To apply the information and create a new user, click "Save"

You can use the "Search Contant" field to search for users by email address.

Click the filter button to filter contacts.

Click "Filter By" to select the role or status filter.

Select the relevant filter from the drop-down list, and then select the status or role you would like to filter by.

To apply an additional filter, click the + button. You can filter contacts by status and role simultaneously.

To remove applied filters, click "Clear".

To delete an existing contact, click the trash can icon under that contact's listing.

Clicking the three dot icon next to a certain contact will open management options for that contact. These include reset password, edit, clone, or lock.

To edit an existing contact, click the "Edit" option in the three-dot menu.

In the "Edit User" window you can change a user's existing information. In this window, as opposed to the "New User" window, the existing user information is displayed in the different fields.

To send a password reset email to this user, click "Reset Password".

To re-send a confirmation email to this user, click "Re-send email confirmation".

Clicking "Lock user" will prevent this user from accessing the system.

To apply any changes made to this user, click "Save".

This guide covered all actions required for managing user permissions in Weezmo, including viewing, editing and creating new users. For more information about permissions and account settings, check out our other guides.

-