- Go to Settings → Users → Create new user ( top right corner)
- Fill in their name, email, role and skills
- Email invites will be sent to the members of your team who are added on the Verloop.io dashboard under this section.
- Assign a role to the new members. Choose either one of the following based on the role you want to create:
- Admin
- Agent
- Manager/ Supervisor
- Outreach Manager
- Profile Manager
To bulk import user details and create new users:
- Click the Upload icon button next to ‘Create new user’.
- Download the User Addition excel template; fill it with required details.
- Drag & drop/browse this file with updated user details; make sure the file is in Excel (.xls or .xlsx) format.
- Once the list populates, select all the names for which you want to create users.
- Ensure you have all the Departments present in the file matching the departments existing in your Verloop.io account. Else create the departments you require before uploading the file.
- In case that a department does not exist, User will not be created via this method.
- Before clicking upload check the Status against each name.
- Also note, that we cannot:
- Re-assign department or roles via the bulk upload option.
- Statuses against an upload:
1. ‘Successful’ – If the uploaded user details are fresh and unique, you will be able to create a user successfully.
2. ‘Duplicate User’ – If the user details in the .xlsx file already exist in your Verloop.io account, you will see this warning.
3. ‘User already exists’ – If you try to upload the list even after seeing the Duplicate User warning, you will see this warning.
- You can also click restart upload if you want to try again.
- Else click Cancel.
To download user details:
Click the Download icon next to the Upload icon button. An .xlsx sheet will be downloaded on your system from which you can view the user details.
The table below compares the abilities of the different members of the team.
|
|
Agent |
Manager |
Admin |
Outreach Manager |
Profile Manager |
|
Transfer chat |
✅ |
✅ |
✅ |
❌ |
❌ |
|
View self chats |
✅ |
✅ |
✅ |
❌ |
❌ |
|
View others’ chats |
❌ |
✅ |
✅ |
❌ |
❌ |
|
Add/modify team member |
❌ |
❌ |
✅ |
❌ |
✅ |
|
Modify access |
❌ |
❌ |
✅ |
❌ |
✅ |
|
View chat statistics |
Self |
All |
All |
❌ |
❌ |
|
Edit system settings |
❌ |
❌ |
✅ |
❌ |
❌ |
|
Edit FAQ settings |
❌ |
❌ |
✅ |
❌ |
❌ |
|
Create/edit recipe |
❌ |
❌ |
✅ |
❌ |
❌ |
|
View reports |
❌ |
❌ |
✅ |
❌ |
❌ |
|
Manage Outreach |
❌ |
❌ |
Custom* |
✅ |
❌ |
|
View audit trail |
❌ |
❌ |
✅ |
❌ |
✅ |
* The Admin role (Custom*) can be split into Outreach manager and Profile manager roles for your organization. To know more, please talk to your Customer Success Manager.
