Users
Users can be added to the system and given access to certain accounts. Users within accounts will be able to have access to all locations under that account.
NAVIGATING
Select Manage Account on the left nav panel.
Select the account that you want to give the new user access to. In this example, we will be setting up a new user in a subgroup.
After clicking on the highest level group, in this example that is “Main Group”, you will see this group also contains a sub-group. Any user-created from this top level will get access to all of the accounts and groups. If you only want the new user to have access to the sub group, then you need to select/click on the sub group (Sub Group 1).
Click on the Users tab.
Enter the new users email address, select the role from the drop-down menu, then click Send Invite.
ROLES
User: | This allows for the view only access (excluding text & chat), cannot modify settings |
Account Admin: | This allows users to modify account features and settings, create and remove users, create and activate new accounts |
Messaging Agent: | This allows users to read and reply to chat and text messages |
Once you click “Send Invite,” the user invite will be sent to the user’s email address
USER EDITING
Once a user has been created their login and roles will be displayed in the table
From here you can resend the invite or remove a user’s access
The edit option will allow you to adjust the user’s role. A user can have multiple roles.
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