Set the Role
Pick a role for the new user
- Manager: A 'manager' owns and creates campaigns. A 'manager' may also create sub-users that have a view into campaigns owned by the 'manager'
- User - a standard user.
- Analyst - a user that can view Campaign Insights (see Creating an Analyst User )
- CSR - a Call Service Representative. Usually used for Agent Sender and Case Management. (See Creating a CSR (Customer Service Representative) Account )
Based on the role different user settings will appear.
Login
Set the username (required field) of the account.
Profile Details
Set the users first name and surname.
Enter the user's email address.
This is for password resetting. This is a required field.
The mobile phone number is optional.
Security
Email Bridge: if the account uses the email bridge (sending files via secure email transfer) the list of people listed in the email bridge access field will be the only people who can use the bridge. The default is blank (no-one)
Features
You can set what features the user will have. Listed below are the features that can be enabled for a user account
- Outcomes - is the Outcome Manager. We recommend turning this on.
- Routing - is the Routing Manager. We recommend turning this on.
Account Defaults (For Manager/User accounts)
- At the bottom of each survey page, there is a 'Service by ...' this can set here.
- The default SenderID for SMS can be set here. This is only a default and can be overwritten on a per-campaign basis.
Retention Periods
These are set for you.
Remember to press Save to update the changes