User-Management Overview

Here, you will find all the information regarding members, members different limitations and restrictions Etc.

What is User-Management ?

After login in the platform, you will find the navigation bar at the top where the fourth tab is “User Management”. The Tab includes the features which are needed by the user to manage activation...

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By Kaushal Bansal

updated 3 months ago

Who is a Member?

You can see on the “Members” tab under “User-Management” Section which is mainly used to create, edit, and assign role of the company team members. Members are also unknown as “agents”. you can see...

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By Kaushal Bansal

updated 3 months ago

How to Invite New members to your team?

Step 1: First in order to invite new members: Click on the tab “Invite Members”.   Step 2: Once you click the tab, a below-given screen will pop-up where you can Fill all basic required member...

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By Kaushal Bansal

updated 3 months ago

How to export member list in Excel sheet?

As soon as you click on the Export tab in the panel under "Members" section, an excel sheet will automatically download. The excel will have the details as mentioned in the platform.  The...

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By Kaushal Bansal

updated 3 months ago

How to change particular Member’s details?

Step 1 : Click on the Members’ tab in the user management tab at the top Navigation bar. The following window will be opened on the screen after the click: Step 2 : Now to make changes, click on...

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By Kaushal Bansal

updated 3 months ago

How to remove Members from Your member list?

Click on the Members’ tab in the user management tab at the top navigation bar. The following window will be opened on the screen after the click: Once you have the list you can either click on the...

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By Kaushal Bansal

updated 3 months ago

How do you differentiate between Active and Inactive member?

Your team members or your employee working on calling task who needs to make use of the platform are known as members on the platform.  Active Members: The definition is simple, those members who...

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By Kaushal Bansal

updated 3 months ago

Different roles of members- Regular, Admin, Call Group Owner?

While adding a new member in the access tab there were two options available Regular or Admin. The roles basically define the limits of the member on the platform. Regular Member : Here members can...

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By Kaushal Bansal

updated 3 months ago