How to Manage a User

Created by Corey Nolan, Modified on Tue, Jul 15 at 1:32 PM by Corey Nolan

Control and access for your staff can be managed under the Manage Users menu. Follow the directions below to complete the set-up process.

1. Click Set up, then manage users to begin.

A. Users: Click here to add user profiles of all the people that will need access to your system.

2. Click the Add New User button and fill out all necessary information. Click the Save icon

B. User Roles: Add the Users from the list by selecting a Username, available role; use the arrows to allow or remove access.

*Only one role can be assigned per user. Below are the options by default, however, these can be modified or added to via the Security Roles tab.

a. Web Service Access - Only allows data posting. Does not allow login to Inline

b. Sales Manager - Manages sales team

c. FTP Admin Access - Allows management of FTP folders and allows login to Inline

d. FTP Users - Only allows posting files on FTP folders via a third-party FTP software like Filezilla

e. Sales Rep - Quotes and sells policies

f. Customer Service - Manages policies

g. Sales Rep Sr. - Like sales rep with more viewing permission

C. User Tabs: This will allow the users access to specific tabs in their system.

Note: Tabs can be managed further located in Environment > Manage Tabs

1. Click the Available tab

2. Click the Available user

3. Move the user to the right-hand side to enable that tab to their system

4. You can also choose if this tab is their default by clicking the box in this area

D. User Queues: This will allow the users access to specific queues for calling back customers and can be used for a range of purposes.

Note: These can be managed further located in Environment > Manage Tabs

1. Click the queue from the available queue box

2. Click the user from the available user box

3. Move the user to the right-hand side to assign the user to this queue

4. You can set the priority of users by moving the vertical arrow up or down

*This will determine which users will be higher priority in the queue

5. Repeat the steps for any additional available queue

*Send a ticket to support if additional queues are needed in your system

E. User Widgets: This will allow the users access to specific widgets that are shown when they first open the dashboard.

Note: These can be managed further located in Environment > Manage Tabs

1. Select the widget in the first column

2. Select the User from the Available user's column

3. Use the right arrow to move the user to the Assigned Users column

4. Use the left arrow to remove the user from this widget

F. Pay Profiles: This area is used to put a user onto a pay plan and will assign the users to pay profiles such as mail, sales, or TV. It is important to set the date the user started each payment plan to ensure they can see the plans as expected.

G. Posting Tokens: This will allow access in the system to integration partners.

H. Manager Users: This will allow the customization of Manager Users within the system.