Below are frequently asked questions about setting up and managing user accounts in Admoji. Find answers to common questions about user invitations, permissions, and access management.
Q: How do I create a user account?
A: Navigate to Settings > Users. Click Invite New User. Enter the user's email address, select their role, and configure permissions in the Section Access and Campaigns tabs. Click Send Invite to complete the process. The new user will receive an email with a link to create their password and access the system.
A: Navigate to Settings > Users. Click Invite New User. Enter the user's email address, select their role, and configure permissions in the Section Access and Campaigns tabs. Click Send Invite to complete the process. The new user will receive an email with a link to create their password and access the system.
Q: How do I delete or remove access from a user account?
A: To permanently delete a user, go to Settings > Users and click the Trash icon in the Actions column. To remove a user's access without deleting them, click the Edit icon and remove their campaign and section permissions via the Campaigns and Section Access tabs.
A: To permanently delete a user, go to Settings > Users and click the Trash icon in the Actions column. To remove a user's access without deleting them, click the Edit icon and remove their campaign and section permissions via the Campaigns and Section Access tabs.
Q: I created a new campaign, but my partners can't access it with their login/user accounts.
A: When a new campaign is created, access needs to be granted to other users within your organization for them to view it. This is done through the user invitation process or by editing existing user permissions. In the Campaigns tab of user settings, you can select which campaigns each user has access to. If this step is skipped, you'll need to edit each user's permissions separately under Settings > Users.
A: When a new campaign is created, access needs to be granted to other users within your organization for them to view it. This is done through the user invitation process or by editing existing user permissions. In the Campaigns tab of user settings, you can select which campaigns each user has access to. If this step is skipped, you'll need to edit each user's permissions separately under Settings > Users.
Q: How do I add or remove sections from a user?
A: Click the Edit icon in the Users table and open the Section Access tab. You will see sections organized by category (Dashboard Section, Customer Service, CRM, Fulfillment, Reports, Merchants, and Administration). Grant or revoke access to each section as needed and click Save.
A: Click the Edit icon in the Users table and open the Section Access tab. You will see sections organized by category (Dashboard Section, Customer Service, CRM, Fulfillment, Reports, Merchants, and Administration). Grant or revoke access to each section as needed and click Save.
Q: How do I give access to a call center that already has other accounts in the system?
A: Please reach out to support to help you with your request. They can assist with complex access management scenarios involving multiple accounts and call center integrations.
A: Please reach out to support to help you with your request. They can assist with complex access management scenarios involving multiple accounts and call center integrations.
Q: Can I edit user permissions after sending an invitation?
A: Yes, you can edit invitation permissions at any time before the user accepts it. Go to Settings > Users, find the pending invitation, and click the Edit icon to modify permissions. Once the user accepts the invitation and creates their password, you can still edit their permissions by clicking the Edit icon on their user account.
A: Yes, you can edit invitation permissions at any time before the user accepts it. Go to Settings > Users, find the pending invitation, and click the Edit icon to modify permissions. Once the user accepts the invitation and creates their password, you can still edit their permissions by clicking the Edit icon on their user account.
Q: What happens if a user doesn't accept their invitation?
A: If a user doesn't accept their invitation, they won't have access to the system. You can resend the invitation, edit the permissions, or delete the invitation entirely. Pending invitations are clearly marked in the Users section, and you can manage them as needed.
A: If a user doesn't accept their invitation, they won't have access to the system. You can resend the invitation, edit the permissions, or delete the invitation entirely. Pending invitations are clearly marked in the Users section, and you can manage them as needed.