iGUIDE Roles and Accounts

Overview

The iGUIDE Portal uses a system of roles and account types to control how users create, edit, and manage iGUIDEs. Roles include Editor, Manager, Subscriber, and Primary Contact, while account types include Operator, Sub-account, and User.

Each role and account type has different permissions, allowing operators to delegate work, share access with clients, and ensure that only authorized users can make changes or receive reports.

In This Article

• Role types on the iGUIDE Portal
• Account types on the iGUIDE Portal
• Change Account Credentials
• Related Articles

Role types on the iGUIDE Portal

Editor Role

• Requires an account on the iGUIDE Portal (any of the three account types) 
• Can create and edit iGUIDEs, including adding/removing gallery photos, configuring panoramas, modifying labels and addresses, and adjusting Edit View options 
• Can add or remove other editors but cannot remove the Manager Can only be assigned by users who already have a portal account

Manager Role

• Requires a portal account and acts as the "Editor-in-Chief" or "Owner" of an iGUIDE 
• Each iGUIDE has only one Manager 
• The Operator account holder is the default Manager but can transfer the role to any other portal account holder 
• Has the same editing capabilities as an Editor

To assign a new Manager:

1. Search for the iGUIDE on the My iGUIDEs page
2. Click the Edit button on the iGUIDE
3. On the left, click iGUIDE Collaborators
4. In the Manager field, type the name or email of the new Manager
5. Select the correct user from the dropdown to confirm the assignment

Subscriber Role

• Subscribers are named recipients of emailed reports (iGUIDE Report and Analytics Report) 
• Subscribers can be added separately for each report type and do not need to be the same 
• Added by entering an email address directly T
• he only role that does not require an iGUIDE Portal account

Primary Contact

• Designates a single point of communication for clients 
• When assigned, all other Editors set to receive emails are BCC'd instead of CC'd 
• Applies to emails like the iGUIDE Report, lock requests, and expiry notifications 
• If no Primary Contact is assigned, the Manager and all Editors are CC'd on these emails

Account types on the iGUIDE Portal

Operator Account

• Created by Planitar for the main iGUIDE Operator (Owner) 
• The Operator receives an invitation email to complete sign-up at manage.youriguide.com 
• Can create sub-accounts for photographers, customer service reps, or administrators 
• Has access to all iGUIDEs created by their sub-account holders 
• Can disable or release sub-accounts at any time 
• When assigned as Manager or Editor, can Request Updates and Report Errors.

Sub-account

• Created by Operator accounts; sub-account holders receive an email invitation to complete setup 
• Designed for photographers or employees within the Operator's organization 
• Can create, edit, and manage iGUIDEs 
• When assigned as Manager or Editor, can Request Updates and Report Errors.

User Account

• Self-registered—no invitation required 
• Typical users include real estate agents, homeowners, or anyone outside an iGUIDE service provider's organization 
• Must be assigned as Editor or Manager to access or modify iGUIDEs 
• Cannot create iGUIDEs 
• Cannot Request Updates or Report Errors, even if assigned as an Editor

Related Articles

• What is the iGUIDE Portal?
• How to Create an iGUIDE on the iGUIDE Portal
• How Do I Customize the 3D Tour From the iGUIDE Portal?