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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 (includes access to "like" survey comments, more here)

Create/edit survey questions

Subscribe/edit/unsubscribe alerts

 

Customer Standard User -

Subscribe/edit/unsubscribe alerts

Access survey dashboard (includes access to "like" survey comments, more here)

 

Customer Subscription Manager

Subscribe/edit/unsubscribe alerts

 

Customer Survey Manager -

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

Access survey dashboard (includes access to "like" survey comments, more here)

 

Customer Read Only

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

 

Customer Dashboard Only -

Access survey dashboard (includes access to "like" survey comments, more here)

*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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