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Add or Delete a User

Lauren Siegfried
  • Updated
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User Permissions Needed
  • To Add a User: You need to be an Administrator, or have the Add Users permission enabled.
  • To Delete a User: You need to be an Administrator, or have the Manage All Users permission enabled.

 

Add a New User




Follow these steps to add a new user:

  1. From the navigation bar, click Settings > Users, Profiles & Teams.
  2. Navigate to Users and click Add.
  3. Complete the user's Basic Settings by filling out the required fields, and anything additional you want to add. For full descriptions of the fields and settings click here.
  4. To customize the user's alerts, click Alert Settings and make your selections
  5. If an Admin or Manager will supervise a team, you can click Team Settings and select which teams this user should manage.
  6. Click Save. The user will receive a confirmation email to confirm their user profile. If the user has dashboard access, this email will prompt them to set up a username and password.

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User Field Descriptions 

Field  Description
First Name (required) Enter the user's first name as it appears in your CRM or integrated system.
Last Name (required) Enter the user's last name as it appears in your CRM or integrated system.
Messaging Name Enter the name of the user as you want it to appear in your Assistant's messages to leads/customers. Please note this field has a limit of 50 characters.
Title Enter the new user's job title here.
Email Enter the email address where you want the user to receive email alerts from Conversica.
Phone Number Enter the mobile number where you want the user to receive mobile (text) alerts from Conversica.
Team Select a Team to assign a Team for this user. Click here to refer to more information on Teams.
Profile When adding users, you assign them to a profile — a set of permissions and settings. Select the type of profile you want this user to have. 
Status Pick the status you want to apply to this user (Active, Inactive).

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Miscellaneous Settings
Misc. Setting Description
Other Name / Alias Click Yes and enter an alias if the user has a different name in your CRM or integrated system.
  • The user's First Name and Last Name or the Other Name/Alias field must match the name of the user as it appears in your integrated system. This is required in order for rep assignment to work properly between Conversica and your integrated system.
Dashboard Access Click Yes if you want the user to have access to Conversica's dashboard.
Vacation Days Click Yes to set vacation days for the user. Refer to How to Add Vacation Days for more information on this feature.
Custom Signature  Optional: Click Yes and enter a custom signature for the user. 
  • Using a Custom Signature will change the fields in your Conversica assistant's signature whenever leads or customers assigned to this user are messaged. 


Note: The link in the confirmation email will expire after 14 days. If the user is attempting to access the link after that time, Resend the New User Confirmation Email.
 

Delete a User



Follow these steps to delete a user:

  1. From the navigation bar, click Settings > Users, Profiles & Teams.
  2. Search by name or email to locate the user you wish to delete.
  3. Hover over the user and click Delete.

If the user does not have assigned leads

  1. Click Delete User.

Continue to Step 5 if there are leads currently assigned to the user: 

  1. A warning message will appear. Click Select User to show a list of reassignment options. 
    1. You may reassign their leads to a colleague from the list of users who have permission to work leads. 
    2. You may select Round Robin and either reassign the user's leads to All Reps or to a Team.
  2. Click Continue.
  3. Click Delete User.

Note: A dashboard username assigned to a deleted user may not be reused. If for any reason, you desire to reuse a dashboard username, Conversica recommends updating the employee's username to include "_old" prior to deleting their user.

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Considerations: Reassign Leads to Another User

  1. The reassigned rep will be alerted immediately if they have opted into Rep Reassignment alerts.
  2. If they have not opted into these alerts, they will be notified the next time the lead responds. 
  3. The rep reassignment will be reflected in Lead Manager. 

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