cooptracker user setup guide

8
COOPTRACKER U US SE ER R S SE ET TU UP P G GU UI ID DE E

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Page 1: COOPTRACKER USER SETUP GUIDE

COOPTRACKER

UUSSEERR SSEETTUUPP GGUUIIDDEE

Page 2: COOPTRACKER USER SETUP GUIDE

Enter the username and password for a

user with administrative

privileges. COOPTRACKER

Page 3: COOPTRACKER USER SETUP GUIDE

Once you have logged into COOP

TRACKER as an administrative user change the URL to

access ADMIN USER setup functionality.

FROM this:

TO: this:

http://www.imapper.ca/coop-tracker/app/setup

http://www.imapper.ca/coop-tracker/app/admin

Page 4: COOPTRACKER USER SETUP GUIDE

To create a new Admin user that can setup and manage

multiple campaigns for multiple companies

select “Add”.

TIP: Only “Admin” users can create

new users.

Page 5: COOPTRACKER USER SETUP GUIDE

Complete the data entry form and select “Save” to

create a user with administrative

privileges.

Page 6: COOPTRACKER USER SETUP GUIDE

To create an “Owner” of

potentially many different

campaigns, select the Owners tab.

Select “Save” when you are done.

TIP: Owners are typically the

companies that are ultimately

responsible for the campaign.

Page 7: COOPTRACKER USER SETUP GUIDE

You can Edit, Delete or make

inactive.

Page 8: COOPTRACKER USER SETUP GUIDE

After you have created an

“Owner” or company, click on the User tab to setup a person

that can create a campaign.

Select from the list of all the different owners that

have been setup and “save” when you are done