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Public Access


This step-by-step guide walks you through the process of setting the access level of your tool. This document refers to the options accessible by clicking your "Configure" menu item in your top menu when you are logged on as administrator, then clicking the "Public Access" header item to expand the options.


STEP
#1

Define membership Levels


This is an optional step. Without defining membership levels, you can make the public interface of any tool accessible by administrators only (the default mode - nothing checked), anyone (public access), or registered users only. In addition to these groups, any membership levels you define in your Relationship Manager will show up in this list.

In your Relationship Manager's "Configure" section, click on the "Membership Levels" header, and simply enter names for your membership levels that you can assign to members.

When you are done defining the membership levels, click the "Configure" button at the bottom of the page.

 


STEP
#2

Set the Access Level


Now just select one or more of the options depending on who you want to grant access to the tool. If you select "allow anyone access," selecting other groups will not matter, because they are also "anyone." Likewise, selecting "allow all registered users access" includes every membership level. Once you select the options, click the "Configure" button at the bottom of the page.




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