Multiple related sites and users can be managed under one account. The Accounts section of the app will allow you to add new account users and sites, and will let you modify the settings for all of your existing accounts. Note that one account can have many sites and many users associated to it.
Adding a new account
To create a new account, start by navigating to the Accounts menu and clicking on the Add Account button displayed in the screenshot below.
To complete the account configuration process, follow the steps below:
- Enter a name for your account
- Enter a primary contact name
- Enter an email address for your primary contact
- Enter a phone number for your primary contact
- Specify your team size
- Click the Save button
That's it! You have successfully created an account and can now begin to add sites and users to it.
Managing your account
Once you've added an account successfully you can manage it's settings from the Accounts menu. Note that you will only have the ability to modify account settings if you have the proper permissions.
Account Info Section
The Account Info section of the app will allow you to edit your account's name and contact details. Note that all fields are required.
You can also add a custom logo for your account in this section.
Sites Section
For details on managing this section, please see this How To Guide.
Members Section
The Members section will display the users that have access to your account and their associated permissions, while also giving you the ability to add additional users or remove existing users.
Note that this section is independent from a user's site permissions - it is possible to have Read access at the account level but Edit or Owner access for a site within the account.
Each user can have one of three permission levels:
- Read
- This user can view all site performance metrics shown in Convert and can also view Convert ranking recommendations.
- This user will have full access to view all of your site settings but will not have the ability to make any modifications.
- This user cannot delete the account or sites within it.
- This user will not have the ability to invite new users or remove existing users.
- This user can still create their own sites and accounts not connected to your account.
- Edit
- This user can view all site performance metrics shown in Convert and can also view Convert ranking recommendations.
- This user will have full access to view and edit all of your account & site settings.
- This user cannot delete the account or its sites.
- This user will have the ability to invite new users and modify user settings for everyone but the Owners of the account and its sites.
- This user can still create their own sites and accounts not connected to your site.
- Owner
- Owners will have full permission and control over their account and its sites.
- There must be at least one owner per account.
To add additional users, follow the steps below:
- Specify the user's email address in the text box
- Click the Invite Member button
- You will see the user's email address added to the list of users with an "Invite Pending" status
- The user will receive an email inviting them to create a profile on Avatria Convert
- Once the user logs in to set up their profile, the user's name will be displayed in the list of users and their status will no longer be "Invite Pending".
- You will be able to set their permission level after they have logged in.
- You still have the ability to remove a user that has not yet accepted their invitation.
To remove existing users, follow the steps below:
- Click the "X" button to remove the user
- Confirm the removal in the modal that pops up by clicking the Remove button
- Users that have been removed will no longer have access to view your account or any associated sites.
- If a user does not have any other sites or accounts they will no longer be able to log in to Avatria Convert.
Settings Section
The Settings section allows users with read or edit permissions to leave the account and disassociate it from their personal account and allows users with owner permissions to delete the entire account.
Note that deleting an account cannot be undone and will delete all of the sites and data for every user associated with the account.