Go to the Master Account Settings – Users & Teams tab and click on the button. Create a new user:
Give each user correct permission to use ZoomSphere smoothly. To add a new ZoomSphere user:
1. Firstly add an email address and the name in Basic info.
2. In the Shared Apps section share existing apps with the new user and press the Save button.
2. In the Data sources tab define which pages/profiles and roles to these pages the new user should have. You can set two roles for each page – Scheduler role and Reply role.
Scheduler role – Editor, Client, Admin – chosen role will determine what the user can see or edit in the Scheduler App.
Given permissions of each role are based on status settings in your Scheduler app:
Reply role – Editor, Operator, Manager – the chosen role will determine how the user can interact with the incoming messages in the Community Management App.
Editor – cannot respond directly to social networks and is only authorized to send a prepared answer to the manager's approval.
Operator – user can directly respond to social networks
Manager – can respond to social networks and approve, edit or delete the responses sent to him/her for an approval
You can also define if the user has access to CRM, Report Builder or if the user can create their own apps.
4. In the Invitations tab send the invite to ZoomSphere to user's email.
Now the user has been set up and can start working with ZoomSphere.
If you have any questions, don't hesitate to contact us via the in-app chat or on our email firstname.lastname@example.org 🙂