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User Accounts

When you hire a new employee or start working with a new marketing agency, chances are.. they will need access to your website. Maybe, they will be in charge of writing new landing pages. Or, maybe they will be the go-to-person for updating staff profiles. Regardless of their new role, Editor makes it simple and flexible to add collaboration to your website. In this video we are going to explain how you can give new people access to Editor. Let’s jump in!

Adding A New User

Adding a new user account to Editor is easy. Let’s start by logging into Editor. Next we will navigate to the Settings by clicking the settings icon. You will see that the first tab of settings is for User Accounts.

To add a new user, let’s click “add another account”. Now you will see a window appear with the user account settings. These are broken up into three sections: Full Name… Authentication… and Permissions. Let’s go through each of these three sections now. The full name section is pretty straight forward, we can type in the first and last name of our new user. The next section is Authentication. The first field, email, is required. This is the email that will be linked to their account. Each user will get a welcome email sent to this email address after we create the account. They might also receive notifications from Editor, via email, so make sure that this is an email address that frequently used. Now, you’ll notice that the password field says: “The user's welcome email will give them a link to choose a password and activate their account.” This means that we don’t have to create nor share a password with our new user…. they will do that themselves when they first login.

You will that we also have options to link a google or facebook account to their login. If you are using Google Workspace, for example, you could type their work email into this field, that way they can sign in directly from their existing google work account.

The last section is Permissions. This is the most powerful feature within user accounts. We recognize that everyone working on your website doesn’t need access to.. everything on your site. If we want to give our new user limited access, we can uncheck the site administrator box. Now, the Individual Section Permissions settings will appear. Here we can select specific top-level pages for our new user to have access to. It’s important to note that giving access to a top-level page will also give that user access to all pages nested under that top-level page. You also have the option to allow the user to access the Common Items page, also known as “Edit Items Appearing On All Pages”, and the Landing Pages. Once we have selected the specific pages we want our new user to have access to, we can click “add user account” to officially give them access to Editor.

As soon as we do that, you will see a notification that says the account has been added to Editor. A welcome email from Editor will now be sent to the new user’s email address, giving them a link to click so that they can create their password. The email will come from cms@cybernautic.com, and it should arrive in their inbox. If you don’t see it, your email settings may have marked it as spam, so have them check that folder just in case.

Once your other users get access to Editor its important to note that more than one person can edit different pages in the website at the same time, but it’s best practice to limit edits on one specific page to a single user. This will prevent your edits from overriding one another.

Editing An Existing User

Now, let’s say that the user has a new email address they’d like to use. With Editor, we can edit existing User Accounts, so there is no need to make a new account. Simply click on their account… we can type in the new email address.. even update permissions for specific pages, and then click “save user account”.

Deleting a User

Lastly, when you want to delete a user account, Editor makes that process extremely simple. Let’s hover over their user account, and click on the trash icon on the right side of their account. We can click “yes” to the confirmation window, and with that, they user account has been removed.

As you can see, adding a new user account to Editor is easy! And working together in Editor makes the experience even more powerful. If you have any questions feel free to email client services or submit a support ticket. Both options will be listed below! Until next time, happy collaborating!