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.
These are user accounts you 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.
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.
IMPORTANT: Be sure to add email@example.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.
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!
To provide access to your customer's Website Portal provide them with the specific project login URL. They can easily bookmark that page for quick access to their Website Portal! This format is used for ALL your other website projects.
You can also retrieve the Website Portal URL for your customer in your Agency Portal. Navigate to your Website projects, then click the "Settings" link. Then under the "Settings" tab copy the "Login URL" link.
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.