Manage Users

Users

As a Customer admin, you have full visibility of all existing users. By clicking on a username, you can easily edit the user's information.

To create a new user, simply click the “+ Add User” button.
Choose a username, assign a role (detailed below), and save the user account.

Customer admin
Has full rights and access to all functions.

Campaign Manager
Has access to all statistics and options related to their own campaigns.

Recruiter
Has access to all recruiting campaigns they are assigned to. Multiple campaigns and teams are possible.

Head Recruiter
Has access to all data available to their recruiters.

Calling Agent
Has access to donations and the right to edit them, for example, to conduct welcome calls on behalf of the organization.

Read more on the various user types...

To add further information click on the username.

On this page, you can add personal information and determine the specific access rights for the new user.

You can also define a password here. Don’t forget to click the “Save” button at the bottom right to confirm the changes.

You can find out more about our password policy here.