Adım 1:

• An organization owner has full access to the organization’s users and settings. Each organization can only have one organization owner that cannot be changed.

• An organization manager can do all the operations an owner can do except:
  1. Manage an organization owner
  2. Change the access level of an organization owner

• To make those changes first go to your organization dashboard by clicking “Organizasyon Paneli” in the top menu of your dashboard.

 

Adım 2:

• Existing users are displayed under “Kullanıcı“ tab.
• Here you can manage the users in your organization.

 

Adım 3:

• To add a new user, click “New User”.

• You can also click “Import Users” to create multiple users at once.

 

Adım 4:

• To change a user’s password and / or update their profile, click that user’s “Edit User” link.

 

Adım 5:

• User roles can be changed from here. (Regular user or Organization Manager)

• Profile links, photos and business logos can also be changed here.

 

Adım 6:

• To see a user’s call history, simply click “See Calls” link next to that user.

• Alternatively, you can go to the “Calls” tab, select the user and click “See User Calls” button.

 

Adım 7:

• Click “Show Profile” to see a user’s profile page.

• Click “Edit Button” to change a user’s button settings.
• Click “Edit Schedule” to change a user’s weekly availability schedule.
• Click “See Button Styles” to manage a user’s buttons.

Please click here to learn more about the buttons and their implementation. 

 

Step 8:

Here you can click;

• “See Embed Code” to get the code of a button
• “Create New Button Style” to create a new button to that user
• “Edit“, “Delete“, “Test” or “Duplicate” an existing button

 

 

Step 9:

• To change a user’s current availability status, click on “Make Available/Make Unavailable” link.

• To revoke the access of an organization user (to delete the user), click “Revoke Access” link.