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5.2. Editing a Team Member

You can see a list of all Agents and Admins in your Office by navigating to Admin > Team Members.

You can use the "Show" filter to limit the display to certain types of accounts.

To view the details for a Team Member, simply click on their info card.

To edit a team member, select their profile thumbnail from the "Agency Team Members" page. You will be taken to that team member's profile page.

Update the appropriate details and select the "Save Details" button from the top right hand corner of the screen.

You can change the team members access privileges  from this screen as well. 

Setting the Team Member privilege access determines what the Team Member can do on the System. These permissions do not apply to single agent accounts.

  • Administer Account - Has access to the Admin menu, can change Team Member Details, Notification Options, View Billing and Invoices
  • Create Invitations - Can create Invitations for themselves and with the appropriate data access, other team members
  • Create Invitations (Limited) - Can create Invitations for a limited number of surveys for themselves and with the appropriate data access, other team members. Surveys are limited to those that are typically not automated via the API
  • View Invitation Status - Can view the status of invitations, manage bounces and resends for themselves and with the appropriate data access, other team members.
  • View Reports - Can view reports for themselves and with the appropriate data access, other team members.
Access levels have hierarchy in their structure. Administer Account, includes each of the other privileges. Create Invitations includes View Invitations Status. View Reports is included in all.

Some people work in your office in a Administration Only role and will not require surveys to be sent on their behalf. These accounts can be marked as Administration Access Only

 

 


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