How to create a user in my Online Library?

Welcome to a new chapter: “How to do with publica.la”. In this tutorial you will learn how to register a user, how to control which publications it has assigned, how to assign new publications and how to reset the password.

The first thing you have to do is enter your digital library and then enter your work panel. If you know how to do it simply skip the reading to step 3, but start following the instructions from the next paragraph. Of course, you can also opt to see our video of how to do it by clicking here.

Step 1 — Enter your Online library

For that you must enter the URL (Web address) of your library, we will use for this example the following: http://test.publica.la/ and click on “Enter”.

If your session is open you should simply proceed to step two.

If not, you will see the screen below and you must enter your account the way you usually do (either with your Facebook account, your Google account or your username and password). If you have problems entering your digital library, do not hesitate to contact us at [email protected]

Then at the end of the entry process you will see the “Home” or home screen of your digital library. It should be seen as the following example (but with the colors and characteristics of your brand):

Step 2-Enter your work panel

To access to your work panel, you must have an administrator account in the Online library that you entered. In order to use it, you must click the arrow button next to your profile image and select the Dashboard option.

Al entrar observarás la pantalla de inicio del panel. Allí harás click sobre la opción “Usuarios”.

3-Create a new user for your library

You must be wondering, why would you create a user if all my users register on the platform? Some of the answers are:

  • because you do offline sales or because you want a certain user to give you the digital version of any or all your publications.
  • Because you want to give him a plan or a publication to an influencer.
  • Because you want to add someone from your task force to work with you inside the platform.

Like these, there may be hundreds of other reasons. Let’s move on!

What you should do next is click on the button to your right with the word “create”

It will appear on your screen a menu that will allow you to add:

  • The email of the user you want to create.
  • The user’s password (then it can be changed).
  • The session limit (indicates the maximum number of devices at the same time that this account can be used).
  • And you can assign a plan that you created if necessary. For example: You can assign a plan that you already created of zero pesos, a free plan for 6 months or whatever you want. If you still don’t know how to create plans, click here.

Then you just have to click Save and this user will appear in the list next to others.

Now what other useful actions can I do with my users?

Let’s go through some of the possibilities:
How you can see, there is an “options” icon under the “more” column. Selecting it will open 3 options:

A) Edit: This option allows you to modify the user, your password, the session limit you have assigned and the user’s plan. So for example if you wanted to reward a user for being the oldest in your library with a plan for a year free, you just have to it from there.

B) Assign publication: This could serve for example if you would like to assign a special publication to all users who purchase an annual plan.

Selecting this option will display a menu with all your publications. There you can select all you want to assign to this user (by clicking on the white square to the left of each publication, to select them) and assign all together by clicking on the top button marked red. Your other option is to assign them individually by clicking on each one of the buttons to the right of each publication. This button in the example below is marked with green.

C) Send reset Link: If you would like to send a link to a user to change your password, you only have to use this option and a mail with all the instructions will automatically enter your Inbox.

D) Impersonalization: This option allows you to view the library from the place of a particular user. For example, if you would like to check if the publication of the regulation given to the person who bought the annual plan was assigned correctly, you will be able to do so.

Hope this tutorial has been helpful, if you have any questions you should just write to [email protected]
Greetings!

The Support Team publica.la

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