Why did we introduce user administration?
Many companies need several people on their teams use the connector in order to effectively respond to customers. Before this change, every user could see messages sent by other users, and that is far from ideal.
In addition to that, many of these users do not need most of the functionality; therefore, simplifying and assigning roles within the platform for these users is a bonus.
User profiles
2 user profiles have been established, regular and admin.
Regular users can:
- Send single notifications
- Create, launch and follow-up bulk messages
- Check notifications sent by them
- Change their data, including their password
- See account usage
Admin users can do everything regular uses can do, and more, including:
- Creating, editing and deleting new users and connections
- Resetting passwords and deactivating users
- Cloning connections for different users
- Create, launch and follow up WhatsApp Bulk Deliveries and automations
- Create, launch and follow up Sequential deliveries
- Creating Facebook Templates for use by regular or admin users
- Uploading media files to be used by regular or admin users
- Seeing all notifications delivered by all users
- Seeing Zendesk API requests
Users Section
If logged in as admin, you will see a new button in the home page pointing to users, as well as in the menu. Under users, you have a button to add a user. In the table, you can edit and delete users.
Regular users
When an admin creates a user, they have the option to choose the profile for that user:
After creation, the user will receive the password in an email. The admin user can establish another password for the user if desirable.
If the profile is User, then the user will see a simplified version of the app after logging in.
Admin users
Admin users can see and do everything the regular users do, and manage everything, including other users, admin or not.
Something to keep in mind
- All your users must share the same email domain.
- There must always be at least one admin user (you may have multiple).
- No Gmail, Hotmail or similar accounts will be allowed from now on. You will need to use a corporate email account with the same email domain.
- Regular users cannot create connections. Only the admin has access to do so.