TEAM SET UP
In the Team panel you can see all user accounts for your company. The Owner column indicates which user has the administrative rights of this company account and thus may access all campaigns,
TEAM ROLES AND DESCRIPTION:
OWNER: The owner is the Company Admin who has all the configuration authority to the entire features of Talkpush. This role can be transferred from one user to another
MANAGER: A Manager on the other hand will not have access / visibility in Company settings and the Analytics tab
Managers will also not have access to the campaigns which they did not create themselves. Unless, the Manager or owner who created this campaign gives them permission to access the campaign. See here to learn more about campaign permission settings.
LIMITED MANAGER: The limited manager cannot create campaigns unlike the manager and owner. They cannot change the settings of the campaign even if they were given access to this. They cannot add labels and create quick replies as well. They can only use what labels and quick replies are available which has been set up by the manager and owner
Same with the managers, they cannot access company settings and analytics tab as well.
Here is a quick cheat sheet on the roles and actions that can be done by each.
ADD NEW TEAM MEMBERS
New Users in Talkpush CRM can be added either by the owner level user or Talkpush Customer Success team. (Please note that adding new users may be dependent on your subscription limits and user quotas.)
Owner's side of the story
Adding the New Users is simple. Owner users will need to go to Company Settings > Team and just click on New Manager Account.
This opens up a pop up form - which asks for First Name, Last Name, Email (this is minimum info), followed by Job Title, Phone Number, and Skype ID (additional info)
Next, determine the permission type your new user has -- Owner, Manager or Limited Manager.
Once this is done, a new user will be created in your Talkpush account and an email invite will be sent to the user to activate his/her account.
Important Note - Once you have created the new user, you will also need to grant the user access to the required campaigns (else the new user will not be able to view any existing campaigns). This needs to be done from Campaign Settings section of respective campaigns.
For the New User
As soon as the owner created the new user, the employee will get an email from (Talkpush Client Services). If they don't get this email immediately, please make sure to check the spam folder.
Email Sender - Talkpush Client Services <firstname.lastname@example.org>
Email Subject - Confirmation Instructions
Once the new user has received the email, they'll need to click the button to Confirm Your Account. This takes them to the Setup Password* section, after which the account can be activated.
*Passwords need to have at least 1 uppercase letter, 1 lowercase letter, 1 special character and 1 number
That's it! The new user's account has been set up and is now ready to interact with candidates. Happy Recruiting.
📔 User Manual