First, you will need to be logged into your own account. Once you are logged in, click on the button at the top of the page that says “People”. This will bring you to a page that allows you to search for existing User Accounts or add new ones.
To save yourself time, first search the client email’s domain, (the portion of the email after the “@”,) to make sure an account doesn’t already exist for them or another person at their company. (To do this, either enter the email’s domain in to the “Username” or “E-mail” boxes and hit “Apply”.) If the account doesn’t exist and you still need to add a new user, click on the “+ Add User” button.
At the top of the “Add User” page, there are two tabs, Account Settings and Advertiser Settings.
Account Settings
To simplify the process we use the client’s email address as both the address associated with the account and their username. A password will need to be entered even though the client will change it immediately. We always use cac123.
The Status should automatically be checked “Active”. The Roles should automatically be checked “Authenticated user”, but then you need to manually check “Active advertiser” and “Notify user of new account”.
Advertiser Settings
The only thing that needs to be changed on this tab is the Expiration Date. THE EXPIRATION DATE IS VERY IMPORTANT. If this doesn’t get changed, the account will only be active for 24 hours.
Suggested Expiration Dates:
Annual Guides | Expiration Date |
---|---|
Winter CVP | January 1st, following year |
Summer CVP | July 1st, following year |
Royal Gorge | February 1st, following year |
Mesa Verde | March 1st, following year |
All Aboard | June 1st, following year |
Basalt Guide | July 1st, following year |
What’s Happening Arkansas Valley | July 1st, following year |
What’s Happening Larimer County | July 1st, following year |
Seasonal Guides | Expiration Date |
---|---|
What’s Happening Summit County – Winter | June 1st, following year |
What’s Happening Summit County – Summer | December 1st, same year |
Vail Guide – Winter | June 1st, following year |
Vail Guide – Summer | December 1st, same year |
Once you are done changing these settings, click the “Create new account” button on the bottom of the page and an email will be sent to the client.
How to Create a Business Listing
To create a business listing, follow the directions here, however before you save, you will need to change the “Authoring Information” on the bottom of the page to the client’s email address. Simply start typing the client’s email address in the “Authored by” box and, if an account exists, the email will pop up.
Lastly, under “Publishing options” select “Published,” then save.