Managing users in Fello Connect

You can view and modify accounts for your team of users all in one place.

Go to your profile icon and click Settings.

Screen Shot 2023-02-27 at 10.43.56 AMClick Users in the left side menu. You will be able to view all of the Active Users for your team listed here along with their email, role, Engage status, and the date they were added.

Screen Shot 2023-03-02 at 3.54.28 PMTo change their role, select either Admin or Agent status from the dropdown menu under Role. Admin access will allow the user to see all team activity and access to account settings, while Agent access will only allow users to see activity for contacts they are assigned to. 

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View the date that each user last logged in under Last Login.

Screen Shot 2023-03-02 at 3.56.00 PMDelete a user by clicking on the three dots to the right of the user. Click Delete User.

Screen Shot 2023-03-02 at 3.57.13 PMFrom the popup window, choose whether you want to reassign the deleted user's contacts to another agent, keep the contacts unassigned, or delete the contacts entirely.

Screen Shot 2023-03-02 at 3.58.00 PMIf you chose to reassigned contacts to another agent, choose the agent that you want to assign them to from the dropdown, then click Delete User.

Screen Shot 2023-03-02 at 3.58.46 PMView a list of invited users that have not yet created their accounts by scrolling down to Invited Users.

Screen Shot 2023-03-02 at 3.59.34 PMYou can view their name, email, and date they were invited. If you would like to resend their invitation, click Resend Invitation.

Screen Shot 2023-03-02 at 4.00.06 PMYou can again delete the invited user by clicking the red trash icon on the right.

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To learn how to invite a new user, check out this article.