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Creating New User on Website

To add a new user on the subscription website, access Menu/Contacts/New Contact:

Enter User's Information, mandatory fields are First Name/Last Name/Email and security role. **Be sure to select YES for 'Login Enabled'. Click Save.

An email will be sent from help@ceojuice.com to new user providing password and login credentials.

 

Security Roles:

Customer Admin -

View account details

Create/edit login users

Export list of subscribed alerts

Bulk update feature (replaces old email with new email on all alerts) 

Access survey dashboard

Create/edit survey questions

Subscribe/edit/unsubscribe alerts

 

Customer Standard User -

Subscribe/edit/unsubscribe alerts

Access survey dashboard

 

Customer Subscription Manager

Subscribe/edit/unsubscribe alerts

 

Customer Survey Manager -

Create/edit survey questions (click HERE to see how to manage questions)

 

Customer Read Only

View only, list of subscribed alerts and who is receiving them only

 

Customer Dashboard Only -

Access survey dashboard

*Note: to see the CEOJuice library list of alerts/purposes or search our help forum site you DO NOT need login access

 

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