How to Create an Admin?
An Admin has more functions and permissions than a user, by following these steps you may as well create other staff members, an Admin role will give you access to do so.
Unlike other staff members, admin doesn't have to be whitelisted.
IN THE CRM
1. Go to "Setup" in the settings panel on the left side of the screen.
2. Inside "Setup" go to "Staff".
3. Once inside "Staff" find the "New Staff Member" button and press it.
4. Inside "New Staff Member" fill in the form with information to your liking and be sure to fill the mandatory fields marked with a red asterisk *. Scroll down to choose "Administrator".
5.After go to the top of the page and find "Permissions" placed to the right of profile and press on it.
6. Inside "Permissions" find and press the "Role" dropdown and choose the Admin role.
7. The required permissions pre-defined by the admin role will appear in the list.
8. After find and press the "Submit" button to save your changes.
How to Create a Staff Member?
To create a regular agent, follow all the steps excluding enabling "administrator" permission on the Profile and Permissions page.
To define which department the agent needs, match the department
To create a new department: How to Set up a Department
You can choose a role for your agent right here. Our roles are pre-defined but can be altered. That means if you choose the role in the list, the permissions will be already pre-set but you can disable/enable some of them if needed.
Please note. Only agents with Administrator role set don't have to be whitelisted to be able to log in the system.
You can choose whether to whitelist the agent by the IP or by the email.
How to add staff members to a whitelist