How to add subaccounts & what permissions they can have?

Updated on: 2021-07-09
At the picture there is a marketing team working on campaign
Many Publishers and Advertisers on our platform work in teams. To make it more convenient, in WhitePress® we have created an option to add other people to your account and grant them permissions. We prepared the next guidebook for you – get learn how to add subaccounts and share the work of multi-person teams.
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Subaccounts can be very useful, mainly for employees of marketing agencies and media houses. In this guidebook, we will show you how to set visibility parameters for subaccounts to assign appropriate projects and portals to individual employees.

1. Go to account settings

First, in the user settings, select My account, and then go to Sub-accounts.

Screen z panelu WhitePress® - ustawienia konta

Screen z panelu WhitePress® - dodawanie użytkownika

2. Add user

Click Add user button and complete the basic data of the person for whom you want to set up a subaccount. Enter: E-mail, Password, First name, Surname, Telephone number.

Screen z panelu WhitePress® - permission settings, access

3. Set up permissions

You also have access to grant rights to the Cash Register module, where you can change the visibility of individual tabs for a user. Do it by selecting one of the options:

  • no access
  • only insight into history
  • full access to cash transactions such as deposits, withdrawals and reports.

Further settings include:

Access to earnings and expenses – determine who can view your reports. The authorized person can check how much you earn by publishing articles through the platform or how much you spend as an Advertiser by publishing articles through WhitePress®.

Access only to own projects and portals of the subaccount holder – as the owner of the main account, you can limit the visibility of subaccounts depending on the projects and portals that individual people in the company look after.

Copy email notification settings – enable this option if you want to receive e-mail notifications about all activities performed in the panel of your employees.
 

Screen z panelu WhitePress® - permissions settings

What is important is that you can also edit the data and permissions of an existing subaccount here. 

4. Save the changes

Finally, click SAVE and done. Do not forget about it, otherwise you will have to set everything up all over again.

5. Assign a person to project or portal

If you have already added a subaccount to your account, you can also assign a person to a given project or portal. While creating a new project or adding a website, a new field will appear - portal/project carer. Select from the drop-down list a person who will take care of it.

Screen from WhitePress panel - adding a project with carer

If you want to assign a person to a previously added project or portal, you can do it in Edit tab.

 

We hope this guidebook was helpful for you. Watch also our video tutorial about creating subaccounts if you need:


Remember to follow our activities - soon we will publish the next guides with useful hints for new WhitePress® users.

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At any time, you have the right to withdraw your consent for the processing of your personal data for marketing purposes. For more information on the processing and legal basis for processing your personal data by WhitePress Sp. z o.o., including your rights, you can find in our Privacy Policy.

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The Controller of personal data of individuals using the whitepress.com website and all its subpages (hereinafter: the Service) within the meaning of Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data, and repealing Directive 95/46/EC (hereinafter: GDPR) is collectively "WhitePress" Spółka z ograniczoną odpowiedzialnością with its registered office in Bielsko-Biała at ul. Legionów 26/28, entered into the Register of Entrepreneurs of the National Court Register kept by the District Court in Bielsko-Biała, 8th Economic Division of the National Court Register under the KRS number: 0000651339, NIP: 9372667797, REGON: 243400145 and the other companies from the WhitePress Group (hereinafter together: the Controller).


By registering for the newsletter, you consent to receiving commercial information via electronic communication means, especially email, regarding direct marketing of services and products offered by WhitePress Sp. z o.o. and its trusted business partners interested in marketing their own goods or services. The legal basis for processing your personal data is given consent (Art. 6 (1) (a) GDPR). By submitting the form, you declare that you have read the Privacy Policy.


At any time, you have the right to withdraw your consent for the processing of your personal data for marketing purposes. For more information on the processing and legal basis for processing your personal data by WhitePress Sp. z o.o., including your rights, you can find in our Privacy Policy.

Read all
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