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Creating Users in the Same Account

Follow these steps to Add a New User to your Account:
  1. Log in to ePly using your client user name and password.
  2. Click on the 'Account' tab.
  3. Click on 'Users' tab. 
  4. Click 'Create New System User'.
  5. Enter appropriate information in the fields, as required.  At a minimum, you must type their Email, Username, Password, and select their User Role.
    1. In the field titled "Group Role" select the user level that you would like to assign (see table below).
    2. Assign the desired "Username" the person will use to login.
    3. Enter a "Password" for the user, and repeat it in the "Confirm Password" field. (once logged in, the user can edit his or her password)
    4. Click 'Create User'.
    5. If the user being added is in the Client Power, Client User, or Client Guest role, you will need to assign one or more Events to them before they will be able to access any event (see below). 
Client Admin - Multi Account
Can manage different ePly accounts using one user. An example would be managing multi-chapter organizations, different departments, etc.
  • Can do everything a Client Adminstrator can for every account assigned to the user.
  • Has access to multiple accounts in the ePly system
    • To do this, select "Client Admin - Multi Account" as the user's role, then click on the User Account Access List link to assign ePly accounts to that user.
Note: Please contact ePly Support at support@eply.com to set this up for the first time.
Client Administrator
Has full control of all features under one account.  This is the same as Client Power User, plus the following:.
  • Can create new events.
  • Can view all events defined for the client.
  • Can add or remove users
  • Can assign users to specific events and view current events assigned to those users.
Client Power User
  • Has full control over events assigned to them by the Client Administrator.
  • Can view and change event settings.
  • Can change confirmation email settings.
  • Can view and create custom reports using Report Manager.
  • Can edit all registration information.
  • NOTE: Before this user can work in an event, a user in the Client Administrator role must assign each event to them.
Client User
  • Cannot create forms.
  • Does not have access to the "Invites" tab for email marketing purposes.
  • NOTE: Before this user can work in an event, a user in the Client Administrator role must assign each event to them.
Client Guest
  • Read-only access to form features, reports and registration data.  This user cannot save changes to any event settings.
  • Can view custom reports that have already been created using Report Manager.
  • NOTE: Before this user can work in an event, a user in the Client Administrator role must assign each event to them.

Assigning Events to Users

New users created as Power User, User and Guest are not initially assigned to any events. This allows you to control specifically which events they can view and/or manage.

For example, you may have five events in your account but only need to allow the project coordinator to have control over one event only.
 
Once you have created a new user, follow these steps to assign one or more events to the user.
  1. Locate the user in the user list and click 'Edit'
  2. In the "Role" field, click 'Event Access List'
  3. Select from the "Available Events" menu and 'Add' to "Assigned Events"
  4. Click close.
  5. Click update.
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