How Do I Add a LiveBall User?

Its easy to create a new manager account. Upon login creation, an email notification will automatically be sent to the new user.

1. Navigate to Settings > Manage Accounts
2. Add a manager
3. Add a manager ID; this is the user’s login name (must be unique)
4. Set a password (minimum 6 characters, 1 digit or non-alphanumeric character)
5. Confirm password
6. Enter the user's name
7. Enter the user's email address
8. You may choose to make this manager a “superuser” (full privileges to add/edit accounts)
9. Or, select the user's feature and portfolio access
10. Save the manager information

Edit manager information by clicking on the pencil icon.

How Do I Change My Password?

You must be logged into LiveBall under your own account.

1. Navigate to Settings > Change Password
2. Enter your old password
3. Enter a new password (minimum 6 characters, 1 digit or non-alphanumeric character)
4. Verify your new password
5. Save the updated password

To change another administrator’s password, navigate to Settings > Manager Accounts, click the pencil icon next to the administrator’s account you want to change.

 How Can I Restrict Access to LiveBall Users?

LiveBall allows the restriction of users. Superusers can add/edit LiveBall managers and specify more granular control of areas within the console that managers have access to. There are now three ways in which a LiveBall manager can be granted access; managers can be:

1. Assigned the "superuser" flag, which automatically gives that manager access to everything regardless of the next two options
2. Assigned permission to access specific LiveBall functionality. This will control access to only certain console functionality such as Data Collection, Data Exports, Images, Fulfillment, Forms, etc, There are more than 10 access control options for features. 
3. Assigned permission to access individual portfolios. If the user has "Portfolios: All Access" feature access, then there's no need to specify individual portfolio access.

Only a manager with the "Portfolios: All Access" feature -- or the superuser flag -- will be able to (a) see the "Dashboard" and (b) create a new portfolio.

When a manager logs in who doesn't have "Portfolios: All Access" and isn't a superuser, one of three things will happen:

1. If they have access to ZERO portfolios, the console takes them to the Portfolios page, but instead of showing an empty portfolios table, we show them a friendly message ("Welcome to LiveBall. Please choose one of the options from the menu bar above.")
2. If they have access to EXACTLY ONE portfolio, the console takes them directly to that Portfolio.
3. If they have access to TWO OR MORE portfolios, the console takes them to the Portfolios page, but this time it displays the portfolio choices (but not the "+ portfolio" button).

If a manager has the "Portfolios: All Access" feature but is not a superuser, the "Capacity" gauge on the dashboard will not be clickable.

Everything under the "Settings" menu is ONLY available to superusers -- with the exception of "Change Password", which is available to everyone.

If a manager is not a superuser, then access to individual pages in the console is determined by the feature keys and portfolios selected on the Add/Edit Manager page.

Only Libraries and Integration menu options that were checked will be visible. If no Libraries options are checked, then the Libraries option is not displayed. If a manager attempts to use bookmarked (or favorite) links to view or access pages with features or portfolios that they do not have access to, they'll be redirected back to the Portfolios page.