First, go to the “Settings” icon on the top right corner of your Dashboard and click on it.

Here you will get some options like Integration, Team Management, Session, Social and Automation Setting.

For Integration and Social settings, we have created a separate PDFs. Please refer to those PDFs for more information about these two.

Now in this PDF, we start from Team Management. Here you can manage, assign roles and give privileges to team members.

Here you can Add New user to manage your account by using Add Team Member button located on the top right corner in the section. You will be asked to provide the Name and email of your users. 

You will be redirect to a new page where you can assign role to the user by selecting the User Level and give access of business to that user by select a respective business. There are 3 users level are available in the list.

To the Admin level, provide access of top level privileges like Manage Installation, Mange Projects, Manage Team etc. Same settings for Marketer, provide the access of midlevel privileges like create project, delete project, add campaign, delete campaign etc and the Analyst users level provide the access of limited privileges like access of Reports, View basics etc.

Then select the business which you want to give access to.

Once you set up your new user, simply click on Save.

Now here you can check the list of all your created Team Member along with their Name, Email, Role which they have.

You will be able to edit and delete them any time as well under the Action Tab.

You can also search the member using search bar and show the number of entries per page as per your needs.

So, this is all about the Team management.

Now, moving toward to next setting that is Session.

In this section, you can check all your Recent activity here which you have perform in it. You can also sort this activity by select the specific option as you can sort by Name, Email, by Activity etc.

You can also search the sessions in search bar and also able to see the details as per page here.

Then Last go to Automation Setting.

Here first mark a check in the Enable Auto Sharing checkbox so all the social platforms will appear on screen.

Just select each of the social platform to allow auto share on them.

If you select Facebook, you can auto share your video on your Facebook Timeline and pages and similarly on the timeline of other social media and then click on Save.

 So, this was all about Setting Section.

I believe this was helpful.

Thank You for having a look at this Step-by-Step Training but if you still find any difficulty in using VidRankExpress then Feel Free to Contact our Help-Desk at http://bizomart.kayako.com