Multi-Login Support: Adding, Editing & Removing Multiple Account Roles
Users on the subscription billing plan can access multi-login support, which allows them to add multiple logins of varying roles to the account. This feature is intended for organizational accounts, where multiple team members may need to oversee your flows, campaigns, scheduled broadcasts and contacts, or routinely export information from the account.
To add additional logins to your account, first navigate to your account's home page by clicking the settings icon at the buttom of the left column:
Scroll down and click on the multi-login icon:
Here, you can choose to manage account logins by clicking the 'Manage Logins' button.
The 'Manage logins' page is where you'll add, edit and remove additional logins with various roles. To add a logins, simply enter the teammate's email address and select the permission you'd like to give them.
Viewers can see every aspect of the account, but may not modify anything. This means that they cannot edit any aspect of the account, such as flows or contacts, nor send messages.
Editors can edit flows, campaigns, triggers and contacts; send messages; start flows; export flows, contacts and messages; and export/import flows. Editors cannot make changes to the account's home page, including managing account roles, changing language or timezone settings, and adding and removing channels.
In addition to editing privileges, admins may make the above-mentioned changes to the account's home page.
Agents only have the ability to view and reply to tickets.
Questions? Send us a message via the support widget in the bottom right corner of your browser.
To add additional logins to your account, first navigate to your account's home page by clicking the settings icon at the buttom of the left column:
Scroll down and click on the multi-login icon:
Here, you can choose to manage account logins by clicking the 'Manage Logins' button.
The 'Manage logins' page is where you'll add, edit and remove additional logins with various roles. To add a logins, simply enter the teammate's email address and select the permission you'd like to give them.
Account Roles
Viewers
Viewers can see every aspect of the account, but may not modify anything. This means that they cannot edit any aspect of the account, such as flows or contacts, nor send messages.
Editors
Editors can edit flows, campaigns, triggers and contacts; send messages; start flows; export flows, contacts and messages; and export/import flows. Editors cannot make changes to the account's home page, including managing account roles, changing language or timezone settings, and adding and removing channels.
Admins
In addition to editing privileges, admins may make the above-mentioned changes to the account's home page.
Agents
Agents only have the ability to view and reply to tickets.
Questions? Send us a message via the support widget in the bottom right corner of your browser.
Updated on: 18/05/2023
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