3. MANAGE CONTACT PERMISSIONS
Please review the list of authorized contacts to ensure that each contact is set up correctly and has the appropriate security role. This determines who can manage your Intulse account.
Security roles for contacts are:
- Normal contacts can open support tickets and speak to Intulse about your account, but do not have the authority to make changes to the system. These are usually receptionists or office managers who use the system heavily and need to communicate with us when something isn't working as expected.
- Business contacts can open and respond to support tickets related to your account, including billing details.
- Admin contacts can open tickets, manage billing, and manage your phone system, including contacts. They cannot manage Owner contacts.
- Owner contacts can manage all of the above details. In addition, owners also have the ability to create other owners and cancel/transfer ownership of your Intulse account.
Admins should be anyone in a decision making role within your organization. This should include IT professionals who will set up and maintain the phone system. You may want to consider having more than one person assigned as an administrator for times when the primary contact is unavailable.
Let's check out who is currently on your list of contacts.
- After logging into the Account Center, navigate to
Contacts › Manage to view the list of contacts already set up for your organization.
- Review this list to ensure that each contact is set up correctly and has the appropriate security role.
- Click on a contact's name to make any changes to their settings.
If needed, you can click on Contacts › Create to authorize more people on your team to interact with Intulse on behalf of your organization. This page provides detailed instructions on creating new contacts.
Watch this video showing you how to manage your contacts, or scroll down to move on to Step 4.
