Key Responsibilities
User Management
Effective user management is essential for controlling access and ensuring data security. Here's what you need to know:
Adding and Removing Users:
Adding: To add a new user, navigate to the "Users" section in the admin dashboard. Click "Add User" and fill in the required information (name, email, role). You can also invite users in bulk via a CSV upload. See [link to bulk upload instructions if applicable].
Removing: To remove a user, go to the "Users" section, find the user, and click the "Deactivate" or "Delete" button. Deactivating a user preserves their data but prevents them from logging in. Deleting a user permanently removes their data.
Managing User Roles and Permissions: Cliquify offers several user roles, each with different permissions:
Admin: Full access to all features and settings. Should be limited to trusted individuals.
User/Recruiter: Can create, edit, and publish content.
User Groups: Create user groups to easily manage permissions and target communications. For example, create a "Marketing Team" group and assign them specific access rights. To create a group, navigate to "User Groups" and click "Add Group."
Platform Configuration
This section covers the core settings you can configure to customize Cliquify for your organization.
Branding: Maintain brand consistency by managing logos, colors, and fonts for different brands and sub-brands. Refer to our detailed guide: [Link to "How to Create a Custom Brand Kit" article].
Settings and Preferences: Configure various settings such as default language, time zone, notification settings, and integrations with other tools (e.g., Slack, Google Analytics).
Workflows and Approvals: If Cliquify offers workflow features, you can set up and manage these workflows here. This allows you to define the steps involved in content creation, review, and publishing.
Templates: Create and manage templates for different content types to ensure consistency and save time. These templates can include pre-formatted layouts, styles, and placeholder text.
Content Management (if applicable)
Content Moderation: If you have content moderation responsibilities, you can manage user-generated content, review submissions, and take action on inappropriate content.
Organization and Structure: Organize content within the platform using folders, categories, and tags. This makes it easier for users to find the information they need.
Reporting and Analytics
Accessing Reports: Cliquify provides various reports to help you track platform usage and content performance. Access these reports in the "Reports" section of the admin dashboard.
Interpreting Data: The reports provide data on user activity, content views, engagement metrics, and other important information. Use this data to understand how Cliquify is being used and identify areas for improvement.
Security and Compliance
Data Security: Cliquify employs security measures to protect your data. Work with our team to ensure alignment on security needs.
Compliance: Cliquify allows you to upload compliance documents, as needed.
Support and Resources
Contacting Support: For any questions or issues, please contact our support team at support@cliquify.me
Help Documentation: You can find more detailed information and tutorials in our help documentation.
Conclusion
As a Cliquify admin, you play a vital role in ensuring the platform's success within your organization. By understanding your responsibilities and utilizing the available tools and resources, you can effectively manage the platform, empower your users, and maintain brand consistency.