Invite new users, assign the right role, and remove access for people who no longer need it.This guide covers inviting new users, adjusting permissions, and removing access for people who no longer need it. Before you begin: To add individual users, you need Manager-level permissions or higher. To edit, delete, or perform bulk uploads, you need Super User permissions.
Understanding user roles
Invoca offers six user roles to help you assign the right access level:Comparing Network vs. Profile level capabilities
Certain features are restricted if you’re working at the Profile level rather than the Network level:Adding a single user
- Click the Settings icon in the left sidebar, then click Users.
- Click + New.
- Enter the user’s email address.
- Select the license type: Marketing and/or Contact Center.
- Select the role from the dropdown.
- Click Create. Invoca emails the user instructions to set up their password.
Adding multiple users via spreadsheet
- Click the Settings icon, then Users.
- Click the options menu (three vertical dots), then Import Users.
- Click Download template.
- Open the file and add each user’s email and role.
- Save the file and return to Invoca.
- Click the cloud icon to upload your file.
Managing license types
If your organization uses both Marketing and Contact Center products, you’ll manage access through these license types:- Marketing License: Access to Campaigns, Integrations, Phone Numbers, Marketing Data, Signals, Invoca Tags, and performance marketing features. Users can also create dashboards and reports.
- Contact Center License: Access to Call Scores and Signals. Users can view dashboards and reports, and add comments to calls.
Editing or deleting a user
- Click the Settings icon, then Users.
- Use the search bar to find the user by name or email.
- Click the options menu (three vertical dots), then Edit.
- Update the user’s Information, Security, Permissions, Preferences, or Notification Settings.
- To remove the user, click Delete from the same options menu.
Bulk editing or deleting users
- Click the Settings icon, then Users.
- Click the options menu, then Export Users.
- Click Download Template.
- Open the file and make your edits.
- To delete users, add a Delete User column and enter “Delete User” for those rows.
- Save the file and upload it via the cloud icon. You’ll be notified once the process is complete.