User Permissions Tutorial

This tutorial will teach you how to set up your user permissions for page access as well as how to transfer the account ownership to a user.

Prerequisites Before Setting-up User Permissions

Before starting this tutorial, ensure you have set-up of the following prerequisites. This is mandatory. Click the links below to learn more.

• Subscription Set-Up

• Create a User

Navigation to Account Settings

• Desktop/Mobile: Access Account Settings by selecting the icon button at the top right. Next click the Gear Icon with the text 'Account Settings'. Alternatively on desktop, you can use the link: https://console.vastreach.com/accountsettings.

Managing Users

1. On the Account Preferences & Settings page, click the USERS button at the top.
2. Select a user to access their profile, information, and permissions.

Permissions Overview

Screen Permissions

• You can control the user's screen permissions by switching the pages you allow them to access on or off.

Account Ownership Transfer

Transfer account ownership by:

1. Choosing a user.
2. Click the TRANSFER ACCOUNT OWNERSHIP TO USER'S NAME button.
3. Typing their full name in the confirmation modal.
4. Clicking CONFIRM ACCOUNT OWNERSHIP TO "USER'S NAME" button to confirm.

Do's and Don'ts

Do:

• Remember that Account Ownership Transfer is permanent unless reversed by the new owner.

Don't:

• Transfer ownership to anyone claiming to be from Vast Reach. Official representatives will not ask for credentials or account ownership.