Users & Restrictions

How to add users and restrict access on Elenore!

Adding Users & Restrictions Overview

As you expand and grow on our platform, you might find the need to involve more team members in managing and updating your business details. In today's video, we'll walk you through the process of adding new users and setting specific permissions for them.

Firstly, navigate to the bottom left of your screen and click 'Settings'. This will take you to your main settings dashboard. Right there, just below 'Business Info', you'll find 'My Staff'. This section lets you manage all the users associated with your account.

To add a new member, look to the right and click on 'Add Employee'. A range of customizable settings will appear. These allow you to tailor the experience and permissions for each user.

Begin by entering the user's basic details: name, email, and phone number. For instance, let's take the example of adding someone like 'Brad Pitt'. Set a password for them or ask them to generate one later. If they ever get locked out, this is the section where you can reset their password.

If your team members interact with customers, it's good to have a distinct email signature for each. This ensures personalized communication. Set up an email signature for your user and decide on how it should appear in outbound communications.

A significant part of user management is controlling what they can access and modify. This is done through 'User Permissions'. Think carefully about what you'd like each user to access. For instance, your sales team might not need permissions to modify your website, so it makes sense to restrict that. Go through each permission, enabling or disabling as you see fit.

Choose a role for your new member. While you might be the admin, other team members can be designated as 'Users' or based on their job roles.

Call and voicemail settings are handy, especially if your team communicates directly with clients. Set a distinct voicemail for each role. For example, your sales team might have a different voicemail from your customer support team.

A fantastic feature is 'User Availability'. It helps in organizing team schedules. Say Jim works three days a week, and Sally works five days. Adjust their availability so that when clients or colleagues want to book meetings, they can see who's available when.

If your team members are spread out, adjusting their time zones will keep everyone synchronized.

Another exciting feature is the calendar configuration. Users can integrate their Outlook or Google calendars, ensuring they don't double book themselves and can share their availability seamlessly.

Once you've configured everything, hit 'Save'. Remember, every user must have a set password, so ensure that's filled in before saving.

And just like that, your new user is all set up and ready to collaborate!

Need additional support? Feel free to reach out and get expert help!

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