Step #1: Sign into your WPO Portal.
Step #2: From the WPO Portal, click on Collaborators.
Step #3: Click Add.
Step #4: Enter the email address for whom you wish to collaborate with.
Step #5: Set privileges. You can provide Access to All Domains or provide access to a specific domain if you have multiple.
Step #6: Choose the Access Level.
*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 Create to send Collaboration invitation.
Accepting Collaboration Request
Steps to accept a 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, click Create Account within the email.
Step #2: Create your new BigScoots WPO Portal Account and click Get Started.
Step #3: Sign in and click Click to Accept.
*Note: Once accepted, Collaborators will be able to sign in and click the Blue Eyeball to collaborate within the corresponding account.*
Removing A Collaborator
Step #1: From the WPO Portal, click Collaborators.
Step #2: Click Delete beside the Collaborator you wish to remove access from.
If you have any questions or feedback regarding the process please feel free to reach out!