To access the Admin / User Management Area of myHaley:
- Login to http://myhaley.haleymarketing.com.
Note: You must have myHaley Administrator rights to access the Admin area of myHaley. - In the left sidebar of the myHaley screen, click on Admin>Users link.
- The User Management screen will be displayed.
To see the Users who have access to myHaley:
- Click on the "edit a user" drop-down on the left side.
- You can filter the user list by page role or select a user. Users are sorted in alphabetical order by last name.
- You will notice a code appended to the end of the person's name in the drop-down list. These denote the Admin Role. See below for details.
- Select the name of the person and the user's basic information will be displayed.
- To edit a different user, return to the "edit a user" in the top left, above the user's profile.
To add a new User:
- Click on Add a User.
- Enter the user's email address. This must be unique.
- Press Add.
- Enter the contact information, password, and select an Admin role (see below).
- Changes are automatically saved when you click off a field.
To delete a User:
- Click on the "edit a user" drop-down on the left side and select the desired user to display their profile.
- Press the "Delete User" button, in the bottom right corner of their profile, to confirm the deletion of that user.
To change a User's admin role:
- Click on the "edit a user" drop-down on the left side and select the desired user to display their profile.
- On the user's basic information tab, under the right column select "Admin Role."
- Choose the new admin role from the list.
Admin Roles:
1 - None - cannot login to myHaley.
2 - View Only - can login but may not make any changes in myHaley. (We suggest you do not use this.)
26 - Sales - access only to their contacts' data in myHaley.
35 - Administrators - full access to everything in myHaley
37 - Branch Manager - may access all franchise accounts (special case - please contact us for franchise pricing)
38 - Franchise Manager - may only access franchise account (special case - please contact us for franchise pricing)
39 - Career Portal Only - access only to the Career Portal screens in myHaley
Comments
0 comments
Please sign in to leave a comment.