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15.3. Managing User Accounts

Managing Accounts

After account creation, we now show you how to manage them. Each management function available to use will be discussed in detail.

To begin, make sure you have the List User Accounts option selected on the Admin Options Panel. 

Now focus your attention to the action panel on one of the accounts under your organization.

The action buttons are divided into topics explaining how they work.

Deactivate

Deactivate – The account is deactivated, making it unusable. The account is not deleted, instead, it is tinted with a bright pink red to indicate it is deactivated.  

Note: Accounts are never deleted. If you wish to have an account completely deleted and removed or reactivated, contact our support helpdesk at help@docusketch.com.

Edit

  Edit – This option allows you to edit important account information like username and password.

Settings

  Settings – This tab allows you to customize the branding for the account. Options are detailed below



Permissions

  Permissions – This option allows you to customize the permissions for each account. Note: Deactivating certain permissions for an account can render that account user unable to use certain functions in their account.

Let’s discuss each option in detail.

• Edit – Putting a check in this box disables the user’s ability to edit tours on their account. Editing a tour consists of clicking on the edit button on the tour options panel allowing you to modify the tour. Here you can rename, add and delete images, including hotspots, and other tour modifications.

The account user would no longer be able to edit the tours on their account.

• Delete – This option disables the user’s ability to delete a tour. A tour is only deleted permanently when the tour is archived and is under the archived tours page.

This is an example of an Archived tour. Pay attention to the Delete button here.



Once you disable the Delete option for this account, notice how there no longer is a Delete button on this archived tour.

• Share Access – Putting a check mark on this option disables the user’s ability to share tours.

• Connection – This option has a check mark in the box by default. This function is rarely used.

• Downloads – Putting a check on the permission settings disables the download functionality of the account. This means that the user can no longer download floorplans, exactimate files, etc because the download button is removed.

• Links – Disabling the links option removes the user’s ability to access the tour links. As a review, the links option produces a sharable link for the tours.

• Embed Code – This option has a check mark in the box by default. This function generates the tour embed codes you can use to embed a tour on your website. The codes are already generated in the share function.

• Statistics – This option is also disabled by default. This function grants statistical data for viewers viewing the tour. This option is rarely used.

• Live Session – Putting a check mark in this box disables the users’ ability to do live sessions on the account. The Show Live button on the tour option panel will disappear when this permission is disabled.

• Edit Title – Disabling this permission for the user renders them unable to change the name of the tour.

• Copy Tour – Disabling this permission for the user renders them unable to make copies of a tour under their account. This option is always disabled by default.

• Settings – This option disables the user’s ability to modify their tour player settings. The tour player settings tab is where you can modify the features included in the tour player.

• Sketch Order Settings – This option disables the user’s ability to change the Sketch Order settings from their account.

• User Settings – Putting a check in this box disables the user’s ability to access settings in their account. The settings option panel is where users may modify and customize their account branding.

• Floorplan Order – Disabling this option removes the user’s ability to order floorplans for themselves and the tours under their accounts.

• Archive – Disabling this option removes the user’s ability to Archive a tour.

Click on Submit when done.

Note: Each permission can be enabled or disabled for individual accounts. This allows you to preset the type of account you want a person to have.

Statistics

  Statistics – This option allows you to generate a statistical report of views and clicks of tours from this account.

A pop-up window should appear on your screen upon clicking the statistics button.

Here, you may set the Statistic Dates From and To and the email address of the account owner. Remember to press request when done.



Go To Customer

  Go To Customer – This option allows you to view the tours under this account. This covers both active and archived tours.

Two options will drop down when you click on this button.

Here you can view both the Active Tour List on the account and the Archived Tour List.

• Active Tour List – Displays all the active tours under this account.

Here, you can access the account as if you were the account owner yourself to manage, share access and edit tours as well as download files.

• Archived Tour List – Displays all the archived tours under the account.

You can access all the tours archived under the account. You have the option to either set the tour to active or permanently delete the tour.



Wissens Tags

managing  /  manage  /  Account  /  accounts  /  customer  /  permissions  /  Settings  /  edit  /  deactivate  /  reactivate  / 

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• DocuSketch Full Service User Manual > Admin Functions > Creating Accounts