Creating and Managing Site Manager Accounts

Introduction

In the dynamic realm of online directory management, efficient delegation and controlled access are paramount. eDirectory, a comprehensive platform, understands this necessity by providing a robust system for creating and managing Site Manager accounts. This feature enables administrators to grant varying levels of access and control to designated users, streamlining operations and ensuring a well-organized workflow. By understanding the intricacies of Site Manager account creation and management, you can optimize your eDirectory platform for enhanced collaboration and operational efficiency. This article will provide a detailed guide on how to create, edit, and manage Site Manager accounts, including accessing and managing your own account, ensuring your directory operates smoothly and securely.

Creating New Site Manager Accounts

The ability to create distinct Site Manager accounts is pivotal for distributing administrative responsibilities. To initiate the process, locate the section "User Accounts" and go to "Site Manager Accounts". Click the "Add New Manager" button within your eDirectory interface. This action will open the account creation module, presenting a series of fields that require careful completion.

Understanding the Account Creation Fields

Each field within the "Add Manager Account" module serves a specific purpose, contributing to the overall integrity and security of the account:

  • First Name: Enter the first name of the user who will be managing the directory. This field is essential for personalizing the account and facilitating communication.
  • Last Name: Input the last name of the user. This, in conjunction with the first name, provides a complete identifier for the Site Manager.
  • Email Field: This field requires a valid email address. The entered email address will serve as the user's username for accessing the Site Manager and its associated functionalities. Accuracy is crucial, as this email will be used for login and potential account recovery.
  • Phone Field (Optional): While not mandatory, providing the user's contact number can be beneficial for communication purposes. This field allows for quick and direct contact when necessary.
  • Password/Retype Password Field: For security reasons, a strong and unique password is vital. Enter the password twice to ensure accuracy and consistency.
  • IP Restriction Field: This security feature allows you to specify the allowed IP addresses from which the Site Manager account can be accessed. By restricting access to specific IPs, you can enhance security and prevent unauthorized logins.
  • Account Status: A toggle button controls the account's active status. Ensure the button is enabled to activate the account and grant the user access to the Site Manager.

Setting Site Manager Permissions

Beyond basic account information, eDirectory allows for granular control over user permissions. This is achieved through a series of checkboxes that correspond to various modules and functionalities within the directory.

  • Check Boxes: Select the desired access options for the new user. Checked selections grant the user the ability to create, edit, and delete items within the corresponding modules. This ensures that users only have access to the areas necessary for their responsibilities.

Once all fields have been accurately completed and the desired permissions have been set, click the "SAVE" button located at the bottom right of the module. This action will create the new Site Manager account.

If you create an additional site manager account and provide them access into ONLY the Content tab, and listings option, their site manager 'Dashboard' will look like this:

Managing Existing Site Manager Accounts

To manage existing Site Manager accounts, navigate to the "SITE MANAGER ACCOUNTS" link. This will display a list of all current Site Manager users.

  • Editing Accounts: Clicking on a username will open a panel displaying the user's details. Selecting the "EDIT" button will grant you access to the user's data, allowing you to make and save any necessary changes. This includes modifying personal information, updating permissions, or changing the password.
  • Deleting Accounts: To remove a Site Manager account, click the "DELETE" button. The system will prompt you for confirmation, allowing you to either cancel or proceed with the deletion. This provides a safeguard against accidental deletions.

Accessing and Managing Your Own Account (Account Manager)

In addition to managing other Site Manager accounts, you can also manage your own account settings.

  • Accessing the Account Manager:
    • Log in to your eDirectory Site Manager using your credentials.
    • Once logged in, locate your username in the upper right corner of the main graphical user interface (GUI).
    • Click on your username.
    • A panel will appear. Click on "My Accounts" to access the account management options.

  • Managing Your Account:
    • The "My Accounts" section allows you to modify your email address and password, which are used to access the eDirectory Site Manager. This ensures that you can maintain secure and up-to-date login information.

Conclusion

The ability to create, manage, and access Site Manager accounts is a fundamental aspect of efficient eDirectory administration. By leveraging this feature, you can effectively delegate responsibilities, control access, and streamline your workflow. The granular permission system ensures that each Site Manager has the necessary tools to perform their duties without compromising the security or integrity of the directory. Additionally, the ability to manage your personal account settings adds an extra layer of control and security. Regularly reviewing and updating Site Manager accounts, including your own, will contribute to a well-organized and secure eDirectory platform, allowing you to focus on growing your online presence and providing a seamless user experience. Mastering these management tools will empower you to maintain a robust and effective online directory.

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