home | optimal demo | help & faq | feature tour | links | affiliates | contact us | get optimal
   
Your browser appears to have Javascript disabled.
Please enable Javascript in order to use this site.
(This site will not function properly for you without Javascript)

Guest Account Settings (viewed 4968 times)

The Guest Accounts tab in the Personal Settings page is where you go to create and remove Guest accounts and set or control the permissions for each Guest.


Creating a new Guest account

To create a new Guest account, follow these steps:

  1. Click the Guest Accounts tab in the Personal Settings page.
  2. Click the link in the text, "To create a new Guest account, click here."
  3. Fill in the Guest information (name, telephone number, etc).
  4. Once you've filled in the email address for the Guest, login name will be populated with the email address. In general, you should not change the login name unless absolutely necessary.
  5. Create a password for the Guest. They will be able to change their password once they've logged in.
  6. Set the Guest Permissions for each of the OPTIMAL screens. The permission settings are as follows:
    • No Access: The Guest will not be able to view this screen- they will be completely restricted from this area.
    • View Only: The Guest will only be able to view this screen, but they cannot add information, create new records, or make any changes in this area.
    • View & Append: The Guest will be able to view this screen and add information to an existing record if they want, but they cannot delete any existing information from this area. Note that the View & Append permission level does not allow a Guest account to create new records.

    • Full Access: The Guest will have full control in this area and can add, edit, and delete records or information. They will have the same access that the Master Account Owner has. In general you should not assign this level of permission unless you trust the Guest completely.
  7. Set the Initial Account Status
    This panel controls whether or not the Guest Account is initially enabled, or active. This setting allows you to create a Guest Account without having it immediately be functional. In most cases you will want this set to "Enable account" so the Guest can login.
  8. Save the Guest Account
    Click the Create account button to save this account.


Changing Guest Account Settings

To alter the setting on an existing Guest account, follow these steps:

  1. Click the Guest Accounts tab in the Personal Settings page.
  2. Click on the Guest's account number on the left side of the Guest List.
  3. The Guest account information is displayed. This screen is very similar to the Create Guest Account screen, with a few additional settings, labeled Misc Options.

    These options control the following items, and serve the same functions as are in your Personal Settings screen under Misc Options:

    PMC message alerts
    Keep Sent mail
    Always quote replies
    Show Tool Tips

  4. In general you should allow the Guest to control these settings, but if necessary you can alter them (for example, if they don't know how to).
  5. When you've made any required changes, click the Save or Modify Account button.

Deleting A Guest Account

To delete a Guest account, follow these steps:

  1. Click the Guest Accounts tab in the Personal Settings page.
  2. Click on the Guest's account number on the left side of the Guest List.
  3. Click the Delete This Account button. You'll be prompted to confirm the deletion. If you really want to remove it, click the Remove Account button. The account will be removed, including the Guest's user account and personal information, all mail in the Guest's Private Message Center mail folders, and any access settings that you've configured for that account.

Most Frequently Viewed FAQ Pages:
  1. Can I use any web browser with OPTIMAL? (19899 views)
  2. Can I get previous years in my OPTIMAL account? (Yes) (19315 views)
  3. What do I do first? (11170 views)
  4. What is a 'block' of parenting time? (9881 views)
  5. How do I import SPARC Parenting Time Tracker into OPTIMAL? (9773 views)
  6. Can both parents use OPTIMAL? (Yes) (9765 views)
  7. How do I use the OPTIMAL system? (9735 views)
  8. What exactly is OPTIMAL? (9713 views)
  9. How can OPTIMAL help me? (9053 views)
  10. What is the OPTIMAL toolbar? (8836 views)


 Home | About | Affiliates | Links | Contact | Privacy | Terms of Use     2003-2012 All Rights Reserved.
"ParentingTime" and "OPTIMAL" are trademarks of ParentingTime.net
OPTIMAL LOGIN
Username: 
Password: 
Forgot your password?