User Management

Account User Management

To invite new users to your company to view report data and get notified of new calls, you're able to do this from the Users settings page inside Company Settings Inviting a New User To invite a new user, use the form to provide their First Name, Last Name, Email, and User Role. After submitting the form, the user will get an invitation email to confirm their account and create their password to login with. Note Company level users will have an additional setting to specify the companies the user can access within your account. User Roles and Permissions Overview Company Admin - can view all calls, reports, receive notifications as well as manage company settings, integrations, and users inside the company. Company Reporting - can view calls, reports and receive notifications only. Resending the User Invitation Email If an invited user did not receive the invitation email. First, confirm that their email address is correct . If their address is correct, you can resend the invitation email by clicking on the resend arrow next to the user's name. Add Access to Another Company For an Existing Company User Inside Accounts Settings, navigate to the Users section where you'll find all of the users within your account. Find your existing company level user where you'll be able to add additional companies to their Company Access.

Remove a User

To remove a user from your company, you can do this from the Users tab inside your company settings. Removing a User Once you're on the Users page inside your company settings, you'll see a remove icon to initiate removing the user. After clicking the icon, you'll be prompted to confirm the action of removing the user.

Invite New Users to Company

To invite new users to your company to view report data and get notified of new calls, you're able to do this from the Users settings page inside Company Settings Inviting a New User To invite a new user, use the form to provide their First Name, Last Name, Email, and User Role. After submitting the form, the user will get an invitation email to confirm their account and create their password to login with. User Roles and Permissions Overview Company Admin - can view all calls, reports, receive notifications as well as manage company settings, integrations, and users inside the company. Company Reporting - can view calls, reports and receive notifications only. Resending the User Invitation Email If an invited user did not receive the invitation email. First, confirm that their email address is correct . If their address is correct, you can resend the invitation email by clicking on the resend arrow next to the user's name.

Update Your User Account Details

To manage how you access your call data, you can manage your user details easily from the user profile settings. Accessing your User Profile Settings To access your user profile settings, go to click on your name in the upper right hand corner of your screen and go to My User Settings. Updating your Name & Email As expected, you're able to update your Name and Email address. Upload Your Photo If you choose, you're able to upload a photo of yourself to personal your experience. For the best results, upload a square photo which we'll then downsize it fit the appropriate dimensions. Updating your Password To update your password, go to Update Password page from the left hand sidebar on your screen. On the Update Password screen, you'll be able to update the password used to login to your account.