Step#1: Sign into your WPO Portal.
Step#2: From the WPO Portal, click on Collaborators.
Step#3: Click Add.
Step#4: You will see a pop-up box that looks like below. Within the Add Collaborator box, enter the email addresses of those you wish to collaborate with. You can then select the user(s) role to either give Full Account Access or Custom Access.
Step#5: If you choose to give your collaborators Custom Access, you will be given a list of your services and sites as so. Click on the check box next to the service/site you want to give access to, then click Next.
Step#6: After clicking Next, you will be able to set up the individual permissions of the site(s)/service(s) you choose.
Note: The following is a breakdown of the available Access Levels.
Full Access: Provides access to all details. Including live, staging, support tickets, and new WordPress installations and migration details.
Live Details: Provide access to live site details only (collaborator will have no access to staging sites).
Staging Details: Provide access to staging site details only.
New WP Installation or Migration Requests: Provide access to add new WordPress installations and to Request Migrations.
All Support Tickets: Provide access to support tickets only.
Read Only Permissions: Provide access to view (read) details only, without the ability to make any changes or submit requests.
Step#7: Click Add User to send a Collaboration invitation.
Note: If a collaborator does not receive the email, you can resend the invitation by clicking on the green arrow
Accepting Collaboration Request
Collaborators will receive a Collaboration Invitation to their corresponding email used in the above steps.
Step#1: As a Collaborator who receives the Collaborator Invitation you will receive this email below, click Create Account within the email.
Step#2: Create Account will take you to a form to create your new BigScoots WPO Portal Account. Please fill out the form then click Get Started.
Step#3: Now that you are signed in you will see your invitations under My Access. You will want to click the green checkmark button next to the host's account to accept the invitation.
Note: Once accepted, Collaborators will be able to sign in and click the Blue Eyeball to collaborate within the corresponding account.
Removing or Editing A Collaborator's Access
Step#1: From the WPO Portal, click Collaborators.
Step#2: You can now see your collaborators under Access to My Account. If you want to remove the collaborator's access, click the red trash can button next to the collaborator's account. If you want to edit the collaborator's access, click the blue pencil button.
If you have any questions or feedback regarding the process please feel free to reach out!