Managing users should be the least of your worries! With Call Cowboy, you can easily add and remove users from your Call Cowboy account in no time. We'll show you how below.
How To Add Users
Start by going to 'My Account' and then clicking on 'Users'.
Click +Add User.
You will now need to enter your new users' information including first name, last name, email, and up to 3 phone numbers. You will need to check the box to allow mobile access if you would like a phone number to have mobile access.
Create their username and password. The password must be at least 8 characters long, contain one capital letter, and must contain at least one character.
If you want to enable a PIN when they are using mobile access, you will need to set their Mobile Access Pin.
Next, you'll want to select your user's role within your Call Cowboy Account. You can set them as an Admin, Manager, Agent, or as an Analyst. Some roles will have limited accessibility to the account.
You'll also need to select the type of license you would like the user to have.
Please note that if you have selected any Front Office, Auto-Dialer, or Predictive Dialer licenses for your users you will need to update your subscription. After the user has been added, the system will ask if you would like to keep editing to add additional users, OR if you are all done adding users, you can click the red 'Checkout' button. (If you'd like to learn more about managing your subscriptions, please click HERE.)
After you have added your users, you'll want to ensure you send them invitations! To do so, click the three-dot menu for the user on the right-hand side and click 'Send Invite'.
Need to Remove a User?
Marking your users as inactive can be done in just a couple clicks! Find out how below!
From the 'Users' section of your account, locate the user you wish to mark as inactive and click the drop down menu for their plan type.
Next, select the option for 'Inactive'. Marking the user as inactive will disable their access to the platform.
Please note that marking the user as inactive will update your current subscription. For example, if the user was on a paid subscription plan, the user's plan will be removed from your subscription. Your changes will not take effect until you have reviewed your updated subscriptions and checkout. Click the red 'Checkout' button to review and save your user/subscription updates.
If you still have any questions about adding or removing users, please reach out to our Support Team and we'll be happy to help!