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iGUIDE Roles and Accounts

Updated

Overview

This article explains the differences between, and functions of, roles and accounts within the iGUIDE Portal.

In This Article

Role types on the iGUIDE Portal

Editor Role

The Editor role requires an account within the iGUIDE Portal, and this can be any one of the three account types (see below for account types). As an Editor, you can create and/or edit iGUIDEs. For example, you can:

  • Add/remove photos in the gallery
  • Add/change/disable room labels
  • Configure/disable panoramas
  • Modify the address
  • Modify any of the options in the Edit View page of an iGUIDE you have access to
  • Add/remove other editors

The Editor role can be assigned only by people who have an account on the iGUIDE Portal. An Editor cannot remove the Manager.

Manager Role

The Manager role requires an account within the iGUIDE Portal. Each iGUIDE has only one Manager and is considered the “Editor-in-Chief” and “Owner” of the iGUIDE. By default, the Operator account holder always starts out as being the Manager, however, the Operator account holder can transfer this role to any other account holder in the iGUIDE Portal. The Manager has the same editing capabilities as an Editor (see above).

To assign a new manager to an iGUIDE, please follow the steps below:
 
  1. To change the manager of an iGUIDE, search for the iGUIDE on the My iGUIDES page. Click on the Edit button of the iGUIDE you need to change the management of. 
  2. On the left-hand side, click on iGUIDE Collaborators. Here you can see the Editors, Subscribers, and the Manager. 
  3. Click on the Manager field and type in the name or e-mail of the new Manager. Once you see the correct user in the drop-down list, make sure to select them. 

Subscriber Role

Subscribers are named recipients of emailed reports. There are two types of emailed reports: iGUIDE Report and Analytics Report. Subscribers for these reports can be added separately and do not have to be the same for both.

To add a Subscriber, type in an email address directly. A Subscriber is the only role which does not require an account on the iGUIDE Portal.

Primary Contact

The Primary Contact role is the solution for iGUIDE Operators who want their clients to have consistent contact with one email address (i.e. one person) responsible for communicating with their clients directly. 

When an Editor or Manager of an iGUIDE is assigned the role of Primary Contact, all other Editors who are set to receive emails such as the iGUIDE Report will be BCC’d instead of CC’d on the email. This also applies to emails such as iGUIDE lock requests, and iGUIDE expiry notifications. Without assigning anyone to the Primary Contact role, the Manager and all Editors will be CC’d on these emails if they are subscribed.

Account types on the iGUIDE Portal

Operator Account

Operator accounts are created by Planitar for the iGUIDE Operator (i.e., Owner, main account holder). An email is sent to the Operator with an invitation to complete the sign-in process at the iGUIDE Portal (manage.youriguide.com).

Operator accounts can create sub-accounts for:

  • Their photographers or other employees
  • Booking/customer service reps
  • Administrators who may be creating iGUIDEs under the operator's name.
  • Operator Accounts have access to all iGUIDEs created by their sub-account holders. Operator accounts may disable or release any of their sub-accounts. Operators who are assigned as a Manager or Editors of an iGUIDE can also Request Updates and Report Errors.

Sub-account

Operator accounts create sub-accounts; an invitation is sent via email to the sub-account holder to complete the creation of the account. Sub-accounts are for photographers or other employees in the Operator's organization. Sub-accounts can create, edit and manage iGUIDEs. Sub-accounts which are assigned as a Manager or Editor of an iGUIDE can also Request Updates and Report Errors.

User Account

User account holders sign themselves up in the iGUIDE Portal, they do not need an invitation or anybody else to create an account on their behalf. Examples of a user account holder would be:

  • Real estate agent
  • Homeowner
  • Anyone else not belonging to an iGUIDE service provider's organization

User accounts must be assigned as an Editor or a Manager before they can access any iGUIDEs and/or make any changes. User accounts cannot create iGUIDEs. User accounts cannot Request Updates nor Report Errors even if assigned as an Editor to an iGUIDE.

Changing Account Credentials

You may want to change your account credentials because your company is under new management or the person primarily in charge of your iGUIDE services has been changed. If you are able to access the portal account please refer to the "Changing account credentials" section
 
  1. Log in to the iGUIDE Portal at manage.youriguide.com. Once you are logged in, click on your name at the top right corner and click Settings.
  2. Navigate to the Edit Profile Tab.
  3. Fill out the new credentials you would like to have used, and enter your password. Once you are finished making all your changes and have filled in your password, click the Change button. If you do not click the change button the updates will not be implemented.

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