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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

New button under the Accounts tab

Go to the Accounts tab and click on the New button on the top left corner
New account button
Next set the login details for the customer including username, password and user role and click on Create
login details_new account

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
New site button
Next choose New Account, set the login details for the customer including username, password and user role and click on Create
select account
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:
  • Delete account
  • Disable account
  • Assigning account
View only
Site Builder Full No access to:
  • Templates
  • Import / Export
  • Delete
Same access rights as a power customer
Social Management Full No access to:
  • Delete Fan page
Same access rights as a power customer
Reports Full Analytic reports only Analytics reports only
Admin Panel Full No access to:
  • Dashboard
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
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:
  • Apps that require full editing rights to the Site Builder
Full Full
Sites Builder Access Limited to
  • List of sites
  • Preview sites
  • Analytics Reports
Limited access to:
  • List of sites
  • Preview site
  • Analytics Reports
Editing rights to:
    • Add page
    • Edit existing page content
    • Component style- partial
No Editing rights to:
    • Master pages
    • Sections
    • Theme
    • Data
    • Enabled Platforms
    • Domains
    • Advanced Site Settings
    • Advanced Page Settings
    • Components rules and admin data
Full
Data
  • “Integrated business data mode”- View only
  • “Camilyo data mode”- Full
“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
Account data
Next you'll need to choose the apps you would like to activate in the customer account
add-ons
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
 
 
add-on end date
 
 
Account data
 
add-on added
 
If you want to edit the app settings, place your cursor on the app, click Configure and change
edit add-on
For unsubscribing from an app, click on the X button and then click Yes in the pop up window
unsubscribe from add-on
Once done click on Finish
Access the login page using your instance URL or using manage.camilyo.co
log in
Enter your username and password and click on Login