How to add subaccounts & what permissions they can have?

At the picture there is a marketing team working on campaign
Many Publishers and Advertisers on our platform work in teams. To make it more convenient, in WhitePress® we have created an option to add other people to your account and grant them permissions. We prepared the next guidebook for you – get learn how to add subaccounts and share the work of multi-person teams.
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Subaccounts can be very useful, mainly for employees of marketing agencies and media houses. In this guidebook, we will show you how to set visibility parameters for subaccounts to assign appropriate projects and portals to individual employees.

1. Go to account settings

First, in the user settings, select My account, and then go to Sub-accounts.

Screen z panelu WhitePress® - ustawienia konta

Screen z panelu WhitePress® - dodawanie użytkownika

2. Add user

Click Add user button and complete the basic data of the person for whom you want to set up a subaccount. Enter: E-mail, Password, First name, Surname, Telephone number.

Screen z panelu WhitePress® - permission settings, access

3. Set up permissions

You also have access to grant rights to the Cash Register module, where you can change the visibility of individual tabs for a user. Do it by selecting one of the options:

  • no access
  • only insight into history
  • full access to cash transactions such as deposits, withdrawals and reports.

Further settings include:

Access to earnings and expenses – determine who can view your reports. The authorized person can check how much you earn by publishing articles through the platform or how much you spend as an Advertiser by publishing articles through WhitePress®.

Access only to own projects and portals of the subaccount holder – as the owner of the main account, you can limit the visibility of subaccounts depending on the projects and portals that individual people in the company look after.

Copy email notification settings – enable this option if you want to receive e-mail notifications about all activities performed in the panel of your employees.
 

Screen z panelu WhitePress® - permissions settings

What is important is that you can also edit the data and permissions of an existing subaccount here. 

4. Save the changes

Finally, click SAVE and done. Do not forget about it, otherwise you will have to set everything up all over again.

5. Assign a person to project or portal

If you have already added a subaccount to your account, you can also assign a person to a given project or portal. While creating a new project or adding a website, a new field will appear - portal/project carer. Select from the drop-down list a person who will take care of it.

Screen from WhitePress panel - adding a project with carer

If you want to assign a person to a previously added project or portal, you can do it in Edit tab.

 

We hope this guidebook was helpful for you. Watch also our video tutorial about creating subaccounts if you need:


Remember to follow our activities - soon we will publish the next guides with useful hints for new WhitePress® users.

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The legal basis for the processing of your personal data is the legitimate purpose pursued by the Administrator and its partners (Article 6 (1) (f) of the GDPR).

Users have the following rights: the right to request access to their data, the right to rectify it, the right to delete data, the right to limit processing and the right to transfer data. More information on the processing of your personal data, including your rights, can be found in our Privacy Policy.
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The administrator of personal data is WhitePress sp. z o.o. with headquarters in Bielsko-Biała, ul. Legionów 26/28. Your personal data is processed for the marketing purposes of WhitePress sp. z o.o. and entities interested in marketing their own goods or services. The marketing objective of the commercial partners of WhitePress sp. z o.o. includes, among others, commercial information about conferences and training related to the content published in the Knowledge Base tab.

The legal basis for the processing of your personal data is the legitimate purpose pursued by the Administrator and its partners (Article 6 (1) (f) of the GDPR).

Users have the following rights: the right to request access to their data, the right to rectify it, the right to delete data, the right to limit processing and the right to transfer data. More information on the processing of your personal data, including your rights, can be found in our Privacy Policy.
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