Giving your customers access to the Website Portal

We all have customers that want to login to their website so they can manage their content. After all, that's the whole purpose of a Content Management System!

Note that there are two different types of users in BlueberryCMS. We'll define them for you real quick so you can understand the terminology used throughout our documentation.

• Site Users

  These are user accounts you can create for your customers to be able to login and manage their website. They only have access to their website. This is what we'll setup and discuss in this article.

• Team Members

  These are members of your Agency such as web designers, accountants, sales, and marketing folks. They have agency-level permissions for accessing certain parts of BlueberryCMS including managing your customers' websites using the Agency Web Designer role. Visit the Agency > Roles And Users section from within the Agency Portal to see what permissions are available.

Create your first Site User

Start off by navigating to the the Site > Roles And Users section in the Website Portal. You will first see the list of Roles that are available in BlueberryCMS. You can edit those individual Roles to assign custom permissions if you'd like, however we recommend keeping the defaults as they tend to work fine for most people.

Click the Users tab to see a list of the Website Users. Then click the New User button. 

Fill out the details on the form, feel free to visit the Roles tab on this window to assign a specific role(s) to the new user. By default all roles are assigned to the new user.

Upon clicking the Save button the user will receive an email with the subject "Welcome to your new website!" with instructions for confirming their account.

Be sure to add system@secureworldservers.com to their Safe Senders list and check any spam/junk folders to be on the safe side. This message will contain your Agency's name at the top.

If you'd like to customize this message, simply navigate to the Site > System Settings > Messages tab and edit the Welcome Email on Page 2.

Once your user clicks the Confirm Account in the email they receive, they will be taken to a page where they can set their password for the first time. Simply enter in a password and click the Submit button. Then they'll be able to login to their very own Website Portal!

This is the perfect time to notice the URL that is generated for your customer to login to their specific portal. This will be formed similarly for your other website customers. They can easily bookmark that page for quick access to their Website Portal!

For example: https://login.secureworldservers.com/WebsiteLogin/YourAgency/ProjectName

Keep in mind the Website Portal can be branded using your own logo! Check out the How to set up White Label Branding article for more information.