Create Group

A group can include multiple managers (as allowed by the plan) and multiple agents. You can invite new users to join a group or the account by assigning them a specific role, such as manager or agent.

From the Admin dashboard, Go to Team Management in the left panel and click on the Groups field.

Click on New Group with the + icon.

A pop-up window will appear. Enter the group's name and a new group will be created. If the admin wants to rename the group, they can click on the Edit icon.

Initially, the group will have no members.

To add members

Option 1: Send an invite to new users, selecting this specific group during the process.

Option 2: Click on All Members (adjacent to Groups) and update the group for existing members.

The admin can also set a credit limit for the group in the Credit section.

Manage Group (Manager)

Managers can only see the details of their specific group. From the Manager Dashboard, when the Team Management section in the left panel is clicked, the following details are displayed:

• The group name at the top.
• The remaining credits.
• Remaining credit, The total credits used out of the group's allocated credits, shown in a progress bar.

Note: These credits are specifically allocated by the admin for the group. Managers can use these credits to distribute them to agents for purchasing contact leads.

Managers can invite agents to the group by entering their email addresses. By clicking “Invite” they can also add up to 10 members in bulk by separating emails with commas. The default role for invited members will be Agent, provided there are available seats as predefined by the admin.

Important: If the seat limit is reached, managers will need to delete existing members to free up space before adding new ones.

Managers can remove any existing member (manager or agent) from the group by clicking the bin icon.

Adjacent to "All Members" is the Invite tab. When clicked, it displays a list of members along with their current invite status. In this section, managers can see if the admin or other managers in the same group have invited new members. They can also view the status of these invites, such as Declined, Pending, or Completed.

Agent Dashboard

In the Agent Dashboard, agents do not have access to the Group field or any information about other members of their group, whether they are agents or managers. Unlike managers or admins, agents can only view the credits specifically assigned to them.

• Assigned Credits: The credits allocated to them by the admin or manager. These credits are visible in their dashboard and are meant to be used for purchasing contact leads or other designated purposes.

• View the group they belong to.
• See or manage other members of the group.
• Modify or reallocate the credits they have been assigned.

This limited view ensures that agents focus solely on their tasks while maintaining the privacy and integrity of the group structure