Company admins and location managers have the ability to modify their user list.
They can add users to the locations they are associated with.
They can either ‘create’ a user or they can ‘invite’ a user that is already a part of the system and is assigned to another company.
How to create a user
Go to the ‘Manage’ dropdown on the side panel and access the ‘Users’ section.
Then, click ‘Create’ in the top right of your screen:
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Step 1.
User Details
Full Name – The name that will display on the user's account and is also the name that is in our “answered by” dropdown that we use to assign the call to a user (if the user is a call handler)
Email – The email address that the user will use to log in to the system and will also be the email we send alerts to (if alerts are set up for the user to be sent via email)
Phone number (optional) – The number that we will use to send alerts to (if alerts are set up for the user to be sent via SMS)
Timezone – The timezone the user is in, this allows reports to filter by their timezone
Click ‘Assign Companies’
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Step 2
Assign Companies
Click ‘+ Assign A Company’
Company – The company you would like to assign them to
Role – What permissions you would like to assign to them (User Roles Explained)
Locations – The locations you would like the user to be assigned to
All Locations – If this is checked, the user will be assigned to all locations associated with the company, and anytime a new location is added they will be automatically assigned to it
Click ‘Add Company’
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Step 3
Create
You can now either assign another company or you can create the user.
Clicking ‘Create User’ will send an invite email that will allow them to create a password.