Assign Users

Administrators can provide users with access to the company dashboard once the dashboard and user have been created.

 

Assign and Provide a New User Access to the Platform

1. Log in to the platform.
   
2. Scroll down to and click the Company tab on the side menu, then click Settings.
   
3. Click the "Edit" button on the bottom right of the page.
   
4. Scroll to the Assign Users section.
   
5. Add users in the text field by typing the user's email address associated with their dashboard login. 
   
6. Select the user by clicking on the appropriate user that populates in the drop-down. 
   
7. Click the "Save " button on the bottom right of the page.
   

Only eligible users will appear.

 

Remove an Existing User's Access to the Platform 

1. Log in to the platform.
   
2. Scroll down to and click the Company tab on the side menu, then click Settings.
   
3. Click the "Edit" button on the bottom right of the page.
   
4. Scroll to the Assign Users section.
   
5. Click the 'X' to remove an email address from the text field. This removes the login from having access to the company dashboard.
   
6. Click the "Save " button on the bottom right of the page.
   

 

If a user needs to be created, please reach out to the dashboard Administrator.

• Related Articles

• Creating and Managing Users

  Empower clients with the ability to modify apps. Creating a New User Log in to the Dashboard. Scroll down to and click the Users tab on the side menu. The Users screen opens. Click the "Create User" button at the top of the page to expand the User ...

• Add New Users

  Employees, team members, or users can be invited by the client during onboarding. To add users after onboarding, please open a support ticket and provide the partner name, company name, user's name, and email address. User Credentials Complete the ...

• Notification Settings

  Always be in the know with access to your company email and The Conversion Cloud™ platform. The Schedule Genie™ module informs your team of recent customer interactions via CRM/ILM integration, email, calendar, and platform notifications. The module ...

• Company Logo

  Import a company logo for use on outbound correspondence, such as an appointment confirmation email.  Add a Company Logo Log in to the platform. Scroll down to and click the Company tab on the side menu, then click Settings. Click the "Edit" button ...

• Onboarding Process

  Agency Super Admins have the ability to create new company accounts in the dashboard by following the steps in the Company Settings articles or by providing a link or URL to the client to complete the setup on their own. If assistance is needed or if ...