Users with the Owner permission level have access to the team’s configurations, including adding, deleting, activating, and deactivating team members.
Users with Owner Access can:
Add new users
Assign and change roles (individually or in bulk)
Activate users
Deactivate users
Delete users
Assign campaign access
Team Section Overview
The Team section allows Owners to efficiently manage users using built-in tools such as:
Search and filters to view users by role or status (Active / Inactive)
Clear visibility of user names, emails, roles, and status
Provide campaign access in Bulk
Edit User profiles
Here's a quick video guide from Perry from Product Support to guide you on the Team tab's features:
Add New Users
To add new Users, go to the Company Settings tab and then select the team section. Here, you can add users using two methods:
Create Individual User
Bulk Import (CSV)
Adding an Individual User
Go to Company Settings > Team.
Click Invite User.
Enter the user’s First Name, Last Name, and Email Address.
Select the user’s Role from the dropdown.
Fill out optional details, then click Add User.
The user will receive an email invitation to confirm their account (only for non-SSO login companies).
CSV Upload
Instead of uploading users one by one, you can upload them in bulk using a CSV file.
When selecting "Invite Users" click on Bulk Import.
You must then download a sample template or the current member list.
Using the downloaded file, include all the details for the users you want to create. It's very important that you include all users who will use the platform, whether they are new or existing. Any user who is not included in the upload will be deactivated.
Proceed to upload the CSV file you prepared.
Click on Add User.
Once the new user is added, the Owner should provide the user access to the necessary campaigns in the Campaign Settings. Otherwise, the new user will not have access to any campaigns.
Confirming an Account
When a new account is created, an automatic email will be sent to the user.
Inside, they will find instructions for confirming access by following the link and clicking "Confirm your account."
The user will need to fill in their name, job title, phone number, and a photo, as well as create a password.
Once the user agrees to Talkpush's Privacy Policy and Terms of Service, they can create their account by clicking "Continue".
Users of companies that use SSO will not be sent an activation email. Instead, they can log in directly after the user is created.
Assign Campaign Access
Once a user is created, you will need to grant them access to the Campaigns and candidates. Here are the steps to provide access to the users:
Go to Company Settings > Team.
Locate the user and open the three-dot menu (⋮).
Select Set Campaign Access.
Select or deselect the campaigns.
A checked box means the user has access to that campaign. In here you can also provide access to the Round Robin assignment system.
Assigning or Changing Roles
Change a User’s Role
Go to Company Settings > Team.
Find the user in the list.
Use the role dropdown next to the user’s name.
Select the desired role.
The role change is applied immediately.
Change Roles in Bulk
Select multiple users from the table.
Choose Change Role from the actions menu.
Select the new role.
Confirm the action.
Available roles:
Owner
Manager
Manager with Analytics
Onboarding Admin
Limited Manager
To learn more about roles, you can check this article.
Activate Users
Go to Company Settings > Team.
Locate the inactive user.
Select Activate.
Confirm the action.
Deactivate Users
Go to Company Settings > Team.
Find the active user.
Select Deactivate.
Confirm the action.
Deactivated users:
Can no longer log in.
Retain their ratings and comments in the system.
Delete a User
Go to Company Settings > Team.
Locate the user.
Click the three-dot menu (⋮).
Select Delete User.
Confirm the deletion.
Note: After deletion, ratings, comments, and actions made by the deleted user will no longer be visible.
Q: What is the difference between “deleting” and “deactivating” a user?
Q: Can users from my company use different domains?
Q: Why is my phone number not accepted during sign-up? A: If your phone number isn’t accepted, ensure it includes the Country code (e.g., +1 for the USA) and doesn’t have extra spaces or special characters. |
