Shared Access

Module 5: Shared Access

At the end of Module 5, you will be comfortable understanding/performing these tasks:

• The difference between the Main Account Owner and a Shared Access User

• Abilities of a Shared Access User versus a power user versus a super user

• Granting shared access permissions

• How to send a Shared Access User their login information

• Revoking shared access permissions

Overview

A Shared Access User is someone who can log into the account and depending on the rights you grant, can view or work within the features of your account. Shared Access allows you (as the account owner) to create sub-accounts with specific access to different groups and features of your account for different users. Note: this is different from a Group Member who has limited access to the site with "read-only" abilities for specific features.

Examples of how Shared Access can help you:

• If you run a business with multiple salespeople, you can create separate groups for each salesperson which allows them to manage their contacts separate from other reps.

• You can assign certain access rights to people who are helping you. If you have someone on staff who manages your website, you can give them access to just the Website and Media Library features. If you have someone responsible for organizing events, you can give that person access only to the features they would need to manage your group’s events.

• If you are in charge of several different business units, you can separate each unit by group. Since each group can have its own website (for example), you can then manage each unit separately. If you have different people helping you in each business unit, you can give those people separate access rights.