Team Admins, Guests, and Adding New Users
This documentation covers how to add internal team members, manage admin and guest users, and set user permissions.
Adding a New User
Navigate to Main Menu > Settings > Users
On the top right, click New User.
Enter user information, including the new user’s name and email.
Select a User Role:
Admin: Full access to the system, including campaigns, contacts, and conversations.
Guest: Limited access. Guests can only view and manage contacts assigned to them. They cannot modify campaigns or automations.
Click Invite to send your new user an email with their invitation to join the account.
Understanding User Roles and Permissions
Admin Users
Admins have full access to ConveYour and can:
Create, edit, and delete campaigns.
Manage contacts, including adding and removing them.
Access reports and campaign statistics.
Respond to conversations and manage team messages.
Assign conversations to team members.
Manage user permissions (for guest users).
Guest Users
Guests have limited permissions and can:
View and edit assigned contacts but cannot delete them.
Respond to conversations only if assigned.
Export a .csv list of contacts.
Cannot edit campaigns, automations, or create new groups.
Cannot update their own profile or permissions.
Guest users are typically used for assistants handling conversations or managing specific contact lists.
Updating Existing User Permissions
Navigate to Main Menu > Settings > Users and select the user you wish to update.
Scroll to the Permissions section and select View Permissions to update the user’s access settings:
Toggle View Contacts, Edit Contacts, View Reports, etc.
Restrict or allow access to campaigns, groups, and automations.
Click Save to update permissions settings.
By clicking the user/contributor profile card, you can adjust settings for the user as an owner/admin. For guest users, you will need to update permission settings for them, as they will not have access to their own profile or to change permission settings.
Settings and Permissions
- Owners and Admins can update permission settings for guest users.
- Owners can update permissions for Admins.
By default Guest Users can not update campaigns or automations.
An admin and owner can click on the name or card of the guest user to view their profile, and then scroll down to click Update Permissions:
Managing Notifications
Navigate to Main Menu > Settings > Users and select the desired User.
Scroll down to Email Notifications.
From here, you can enable or disable notifications
Email Notifications
All incoming messages – The user will receive alerts for all incoming messages.
Only messages assigned to them – The user will only be notified of messages they are directly responsible for.
None – No email notifications will be sent.
Push Notifications
Enable this if the user should receive real-time system alerts, course updates, or campaign confirmations.
If unnecessary, leave this setting disabled.
Notify
Determines if the user should be alerted when a contact completes a training milestone or sends a message.
If enabled, the system will send notifications for key learner activities.
Click Save to update the User's notifications.
Deleting a User
Navigate to Main Menu > Settings > Users and select the user you wish to delete.
Scroll to the bottom of the User's page to Danger Zone.
Click the Delete User button.
A confirmation prompt will appear. Click Confirm to delete the User.
Changing User Email or Password
Users can only change their own account email and password.
Navigate to Main Menu > Settings > Users
Click the three dots next to your name.
Choose either Change Email or Change Password.
Follow the prompts on screen, and click Submit.
Learn More About Changing and Resetting Passwords >>