This article addresses how to edit the settings of other users.
If you manage a team you can edit the user settings of the team members you oversee, and users who have been assigned a profile which has been granted Manage All Users: Edit can edit all users in the organization.
- Click Settings > Users, Profiles & Teams.
- To locate a specific user, search by name or email. You can also find users on the All Users list or from the user list associated with any profile.
- Hover over the user and click Edit.
- Revise or complete the user's Basic Settings. For full descriptions of the fields and settings click here.
- Customize the user's alerts by clicking Alert Settings and making selections.
- If the user is an admin or manager, click Team Settings and select or change which teams this user should manage.
- Click Save.
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 user's job title here. |
| 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 | Select the type of profile you want this user to have. The profile controls the user's permissions within Conversica. *This can only be edited by users with Manage All Users permissions. |
| Status | Pick the status you want to apply to this user (Active, Inactive). |
| 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.
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| 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.
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