Help
Account and Data
The initial step when starting to work with a new customer in the system is to open an account for the customer and enter his company data in the account portal. In the account portal the user will be able to manage his online presence including building sites for web, mobile, tablet and Facebook, managing his social and marketing activities, manage his Ecommerce store and optimize results
There are two ways to create a new account :
Using the New button under the Accounts tab or using the New button under the Sites tab and choosing from a New account
Using the New button under the Accounts tab or using the New button under the Sites tab and choosing from a New account
New button under the Accounts tab
Go to the Accounts tab and click on the New button on the top left corner
Next set the login details for the customer including username, password and user role and click on Create
New site button under the Sites tab > from a New account
Go to the Sites tab and click on the New button on the top left corner
Next choose New Account, set the login details for the customer including username, password and user role and click on Create
Due to the multi-tiered management functionality in Camilyo, we differentiate between managers roles on an instance level and end user roles on a portal level. The levels indicate the management environment in which the specific role has access to and permissions to take actions on the instance/account
Instance Level Role
All accounts with instance level role can work on behalf of any account with end user role (impersonate). The roles vary based on the level of permissions they are given: Administrator, Manager, Operator
| Administrator | Manager | Operator | |
| Who | Designed for selected managers in charge of the entire system | Design team for example | Support team, Social manager, SEO manager |
| Access level | Full access on all feature in the system | Access to the features necessary to fully manage accounts same as administrator | Has the same rights as a power customer role, however, on all existing end user accounts |
| Account | Full |
No access to:
| View only |
| Site Builder | Full |
No access to:
| Same access rights as a power customer |
| Social Management | Full |
No access to:
| Same access rights as a power customer |
| Reports | Full | Analytic reports only | Analytics reports only |
| Admin Panel | Full |
No access to:
| Ability to search for account and other entities including all support level feature (history, etc…) |
| Provisioning | Full | Full | Full |
End-User Level Role
These roles provide
permissions to different sections of the Camilyo online management portal. It
does not provide access to the instance administration panel.
Access to different sections can be controlled via the provisioning system. The roles vary based on the level of permissions they are given: Customer, Power Customer, DIY Customer
Access to different sections can be controlled via the provisioning system. The roles vary based on the level of permissions they are given: Customer, Power Customer, DIY Customer
| Customer | Power Customer | DIY Customer | |
| Who | Account that is fully managed by the owner of the instance (agency etc.) | DIFM (do-it-for-them) account | DIT (Do it Yourself) account |
| Access level | Access to Camilyo online management portal with view rights only | Editorial rights | Creation and Editorial Rights |
| Dashboard / Home | Full | Full | Full |
| Ordering / Billing | Full to orders management | Full to orders management | Full to orders management |
| Commerce | No access to all setup parts | Full | Full |
| Scheduler | No access to all setup parts | Full | Full |
| Contacts Manager | Full | Full | Full |
| Marketing Tools | Full (might be restrictions per service in the future) | Full | Full |
| Social Management |
No access to:
| Full | Full |
| Sites Builder |
Access Limited to
|
Limited access to:
| Full |
| Data |
|
“Integrated business
data mode”- View only
“Camilyo data mode”- Full | “Camilyo data mode”- Full |
In Camilyo you manage your customer's company data in a centralized area, to be populated in all the sites created in the account. If needed (for example in the event of moving to a new address) a change in the appropriate record will populate the updated info across all sites
Fill in the customer business data, i.e. logo, company name, contact details and social media links in the relevant fields and click Next
Next you'll need to choose the apps you would like to activate in the customer account
For example for enabling the option of creating cross platform sites, place your cursor on Sites, click on Activate, set the activation end date and click on Update
If you want to edit the app settings, place your cursor on the app, click Configure and change
For unsubscribing from an app, click on the X button and then click Yes in the pop up window
Once done click on Finish
Access the login page using your instance URL or using manage.camilyo.co
