How to Create Read-only User Accounts in Picreel

 

Learn how to create read-only user accounts in Picreel, granting limited access to key features while maintaining control of your main account.

 

Use Case: Imagine you want to share your Picreel account data with a colleague for analysis but don't want to risk any changes being made. Creating a read-only user account is the solution.

 

By creating Read-only user accounts, you can:

  1. Easily delegate tasks and responsibilities to others without compromising the security of your main account.
  2. Share only the necessary information with others while retaining control over your Picreel account.

 

To Create Read-only User Accounts

 

Step 1: Access User Management

  • Click on the user icon in the top right corner of the screen.
  • Select 'Account Settings.'

 

accessing account settings

 

You can also access the User Management by clicking "Billing" in the side panel.

 

access user managment through billing

 

Step 2: Scroll down within the 'Account Settings' until you find 'User Management.' This is where you can create read-only accounts.

 

user management

 

Step 3: Add User

  • Within 'User Management,' you'll be prompted to enter an email and password for the read-only account you want to create.
  • Click 'Add User.'

 

set access for read only accounts

 

NOTE: This account will provide access to Statistics, Campaigns, Leads, and A/B Testing sections, while other areas like Affiliate, Billing, and Account Settings remain off-limits.

 

If you wish to delete a Read-Only user Account, return to the 'User Management' section.
Find the account you wish to delete and click the 'Delete' button.

 

You have successfully created a read-only user account in Picreel. If you encounter any issues or have any questions, feel free to contact our support team.

 

 

© 2005 - 2024 ProProfs
-
add chat to your website