Search results for understand user roles

113 articles found

• User Roles & Capabilities

  Groundhogg separates most of its functionality into user roles and various capabilities. Below we describe what roles are included. Administrator The administrator will always have full privileges

• Custom Roles and Capabilities

  If you want to grant Groundhogg privileges to other user roles, or specific users you can do that using a free plugin call User Role Editor: https://wordpress.org/plugins/user-role-editor/

• Action: Create User

  If you would like to have the funnel create a user What you want to do is add Create User to the funnel, by dragging it from the right-hand side over to the list of steps. You can put it anywhere in

• Sales Pipeline: Roles & Capabilities

  Capabilities Table Capability Administrator Marketer Sales Manager Sales Rep view_pipelines ✅ ✅ ✅ ✅ edit_pipelines ✅ ✅ ❌ ❌ add_pipelines ✅ ✅ ❌ ❌ delete_pipelines ✅ ✅ ❌ ❌ add_deals ✅ ✅ ✅ ✅ view_deals

• Create Users From Contacts

  If you want to create user accounts for your contacts in bulk, you can do so by going to Groundhogg > Tools > Misc. Go to the Sync WordPress Users card and click the [ Process ] button. This will

• Tutorials: Creating Lead Distribution Funnels

  Does your organization have more than one department or multiple salespeople? Would you like to be able to have more control over who your notification emails are going to? Try following this Lead

• How To Change a User to an Administrator

  If you need to change a user role to an administrator for our support team, please do the following. Find the needed user. Go the user record you wish to use as a support user for our team. WordPress

• Understanding Time zones

  Setting up your desired time zone. The Groundhogg booking calendar takes into consideration two distinct time zone settings. The first one is the time your WordPress site is set to. That setting can

• Third Party Integrations

  Groundhogg works with many third-party integrations* that can expand the functionality. AutomatorWP Samples Flowmattic Provides triggers and actions Hyperise Connect Groundhogg to Hyperise Pabbly

• I can't download any of my exported contact files!

  Are you having trouble downloading your contacts? User Role Permissions/Restrictions The user who is trying to download the contact files must have permission to do so. By default, the administrator

• AWS Integration: Introduction

  Groundhogg is an extraordinary sales and marking automation tool for the WordPress platform. Here at Groundhogg, we believe marketing and automation tools shouldn’t be expansive and for that, we have

• How to Sync Users With Contacts

  Note For security reasons Groundhogg only provides one way sync. This means that the best way to update a WordPress user (and ensure it's seen in the Groundhogg contact record) is to update it in the

• Introduction to Actions

  Actions are inside of a funnel and they are what happens after something else happens. We are going to explain some of the actions available and you may have different ones depends on what extensions

• Introduction to Groundhogg Custom Extension

  Funnel elements are what makes magic happen in Groundhogg. We have designed a methodology for implementing custom actions & benchmarks which you can find below. To see example implementations of some

• Filters

  Groundhogg comes with these filters to allow you to filter by: Contact Contact Location User Activity Funnel Broadcast Query *You can use these filters together in combination NOTE: You will have

• Merging Contacts

  If you have multiple contact records for the same entity or person, you may want to merge them together so that it is less confusing for your team and your marketing. How to merge two contacts? If

• MemberPress: Sync previous order and customer status with Groundhogg

  The Pro or above Groundhogg plan has integration with MemberPress so you will need that paid plan or above in order to get the integration. If you have used MemberPress in the past and started to use

• BuddyBoss Integration: Sync Members with Groundhogg

  The Pro or above Groundhogg plan has integration with BuddyBoss so you will need that paid plan or above in order to get the integration. If you have used BuddyBoss in the past and started to use

• How to Change the From Email Address

  While editing an email you can select who the email is coming from by selecting a different user in the From dropdown. If you do not see the email address you want to use in the dropdown, add a new

• AWS Integration: How to answer questions when moving from SES Sandbox to production

  AWS (Amazon Web Services) will ask you a few questions when you want to move from their sandbox to production. Amazon has said they do this to prevent fraud and abuse of their services. Before you

• How Do I Export My List?

  We understand that you may not want to use Groundhogg anymore, or want to have a backup of your list. We have made multiple ways to export the lists that you want. From the Contacts Screen To export

• groundhogg/step/email/confirmed

  This action is very useful in some cases for the Groundhogg developer. This action runs when the user confirms the email address by clicking on the confirmation link.

• Do you support WPML/WooCommerce Stores and RTL?

  We do not have dedicated RTL support 😔 our market is primarily LTR at the moment. We may invest in RTL in the future. I think you might run into the same issue as you did with Fluent CRM where it's

• Really Simple Payments: Setting up Payments

  Really Simple Payments is packed with custom benchmarks that you can access from the funnel builder. These benchmarks are used to create a payment form that will allow the admin to collect payments

• BuddyBoss Integration: Introduction

  BuddyBoss is a great membership and community platform used by thousands to manage their members and content. You can now combine the power of BuddyBoss and Groundhogg to segment your members and

• Contacts: Profile Picture

  The Contact's profile picture by default is using the WordPress Gravatar. If the Contact has a User associated with it and has Gravatar this will be displayed in the Contact record. 3 ways to change

• AWS Integration: Creating IAM credentials

  To use the AWS integration you must generate IAM credentials. 1. Open the IAM tool in the AWS Console 2. Go to Users 3. Add a new user 4. Give the user a name, for example, Groundhogg and select

• Background Tasks Log

  In the Background Tasks log, you have the flexibility to sort these tasks. You can sort them as Pending, In Progress, Done and Cancelled. When reviewing the log, in the list view you will see the

• Advanced Features: Introduction to page visited benchmark

  Groundhogg provides the page visited benchmark included with the advanced feature plugin. This benchmark is executed when the user visits the specifics page and runs automation based on that. Page

• REST API / Authentication

  The REST API Supports three different methods of authentication at this point in time. Groundhogg API Keys WordPress Application Passwords WordPress REST Nonce Groundhogg API Keys To use an API key

• Introduction to Benchmarks

  Benchmarks are inside of a funnel and are staple points that a contact can jump to if certain things happen. We are going to explain some of the actions available and you may have different ones

• List of Replacement Codes

  When Groundhogg is installed the following replacement codes are available. Contact Info CRM Address WP User Contact Owner Site Post Compliance Email Other As you add extensions additional

• How Do I Provide Support Admin Access?

  If you have an ongoing technical support ticket, you may be asked to provide administrative access to the support team so that we can troubleshoot your issue. Why do we need admin access? Our support

• Contact Activity

  You can keep track of the contact's activities. What are activities? The "Activity" tab provides a log of events that occur for this contact. Events like: Logged In / Logged Out Page Visits Funnels

• REST API V4 / Contacts

  The contacts API allows you to fetch, add, edit, and delete contacts. Contact Properties Attribute Type Description ID integer The system ID of the contact data object The core properties of the

• Having trouble activating a license or installing an extension? It's not just you

  If you try to activate a Groundhogg license or install an extension through the Groundhogg helper, you may get an error message saying “cURL error 60: SSL certificate problem: certificate has

• Appointment Notification

  The Groundhogg Booking calendar sends a notification when a contact interacts with the appointments. There are two types of notifications. Contact Notification Admin Notification Contact Notification

• REST API V3 / Emails / Send

  URL POST /wp-json/gh/v3/emails/send Method This endpoint supports the POST method. Request This endpoint provides functionality to send email to the contact. PARAM TYPE REQUIRED DESCRIPTION

• Really Simple Payments: Payments and refunds

  Groundhogg provides the functionality to administer your payments and subscriptions from your admin area. These tabs provide advanced search functionalities which makes finding a specific transaction

• REST API V3 / Tags / Manage

  URL Apply Tags PUT /wp-json/gh/v3/contacts/apply_tags or PUT /wp-json/gh/v3/tags/apply Remove Tags PUT /wp-json/gh/v3/contacts/apply_tags or PUT /wp-json/gh/v3/tags/remove Method This endpoint

• Advanced Features: Introduction to the Advance Timer

  The advanced timer is available in the basic plan or above. What does the advance timer do? The advanced timer allows you to set a time limit between actions. It allows you to use common language as

• GDPR Cookies

  Warning! You should consult your lawyer or other legal professional before making decisions with legal implications. We will not be held responsible for any violations levied against you as a result

• How to Test Your Funnel

  If you are testing a funnel there are some things you should do to ensure you are testing it correctly and can test quickly. Ensure your Funnel is Active! It is really hard to test an inactive

• How to implement cookie consent

  Warning! You should consult your lawyer or other legal professional before making decisions with legal implications. We will not be held responsible for any violations levied against you as a result

• groundhogg/tracking/email/click

  This hook is executed When tracking a link click redirect the user to the destination after performing the necessary tracking. do_action( 'groundhogg/tracking/email/click', $this ); This function

• Rest API Contacts

  Groundhogg provides the /contacts/ endpoint. The contacts endpoint allows users to query the contact table inside the database and let you perform operations on contacts. This endpoint supports GET,

• Booking Calendar: Calendar Settings

  Groundhogg Booking Calendar provides various settings that allow calendar owners to manage their appointments efficiently and with ease. General Settings Booking Calendar contains distinct setting

• Really Simple Payments: Adding webhook manually

  When a user installs Really Simple Payments and tries to connect with Stripe, Groundhogg tries to create a webhook for Stripe and subscribes to it when user access keys are added inside Really Simple

• groundhogg/tracking/email/opened

  This hook is fired when Groundhogg detected that the email is open by the user. Groundhogg uses this matrix to display opened emails in the list of broadcasts. do_action(

• Replacements Keyboard Shortcut

  Replacement codes are very useful and merge in user data to whichever supported content you want, such as emails, notifications, text messages and more. There is a keyboard shortcut to bring up the