Create a User
Last updated
Last updated
Go to Admin → Users and select the green + button to add a user:
Create New User:
Username: Desired name for user
Email Address: Email address for user
Access Level: The type of user
Admin - User can make changes (products, campaigns, plugins, etc) and export reports, depending on the pages they are granted.
Customer Service Agent - Generally granted only the pages within the Customer Service Pages section.
Customer Service Admin - Generally granted the pages within the Customer Service Pages section along with the CRM>Call Centers page.
Sales Agent - Inbound Sales agent who is generally granted only the Customer Service and Order Entry Pages.
Lead Agent - Outbound Sales agent who can be assigned leads and view partials on the Order Details Report. Generally granted the Order Details report as well as the Customer Service and Order Entry pages.
Affiliate - Normally only needs the Affiliate Report. Will only see stats relating to the affiliate profile the user is assigned to.
Api User - Only used for API access. Please grant only the endpoints the API user will need. Must Whitelist the IP address that the API requests will be coming from.
Subaccount User - User with access to a subaccount.
Page Design Only - User can only access the funnel builder system.
Password: Password for User (can leave blank to send user a password creation email when first creating the user)
Confirm: Confirm user password if setting a password for the user
In the Access Details section you can give access to certain areas of the CRM to specific users. If the User does not have any pages marked as accessible you might run into a Redirect Error when trying to have the user log in.
For API users, this section will display our available endpoints.
For data security purposes, only grant access to the pages/endpoints that you know the user will need. These can always be updated to add or revoke privileges.
Click Create to create the user.
Admin Users will also be asked to complete a user profile. The User Profile stores the following details:
Cell Phone Number
SMS Notification Opt In
Shirt Size
Gender
