Video Transcript & Textual How-to
Introduction
Hello, folks, welcome to another WyzeTribe training video. My name is Melanie McSally. I will be your instructor for this video. In today's video, we're going to go over how to grant access to your Cloudflare account.
Disclaimer
Standard disclaimer applies, please do your due diligence to make sure it's safe to share access to any of your personal or business assets.
How-to Steps
Step 1: I'm going to go ahead and share my blank screen and go ahead and go to cloudflare.com.
Step 2: Login and you will come to this default accounts screen, if you have multiple accounts, however, you likely do not have multiple accounts, and if so, you'll land directly on your account dashboard - so you'll skip this step. I'm going to go ahead and search for my own account. Click on it. And this is what the dashboard would look like if you only have one account, which you most likely do.
Step2: Okay, so we're going to scroll down on the bottom left, the first thing I want you to do is click Manage Account and then click configurations.
Step 3: Because we manage a lot of accounts, I would really appreciate it or we would really appreciate it if you would change your account name to your business name, this will default to your email address, so would be great if you could change this to your business name here. And click Save. This is not visible to the outside world. It's just visible to those of us with permission to your account.
Step 4: Alright, so once you've done that go up to members, you're going to click invites.
Step 5: Enter my email address: mmcsally@wyzetribe.com and then you're going to scroll down. Please note that since you only have one account, your screen might look a little different than ours. So you might not see this. But if you do, chose all domains or just the domains you want to grant us access to manage. Step 6: Scroll down to the bottom and click limited admin. If you plan to have us migrate domains into this account on your behalf or you would like us to buy domains on your behalf, then you'll also need to select the billing checkbox. This will grant us access to administrator and billing without granting us the ability to take you off of your own account. Please note, you do not want to grant Super Admin to anyone because that will give others access to take you off your own account.
Step 7: Click continue to summary. It will give you the person you are inviting and then what you are inviting them to.
Step 8: Click invite and it will send us an invitation and we will approve it on our end.
Okay, hopefully this has been helpful and I will see you in the next training video.