Account Users


9 Articles
  • Two-Factor Authentication and Google Authenticator

    Two-Factor Authentication (or 2FA) is a security feature that requires an extra code provided by your smartphone to log in.

    Aug 01, 2017 05:02pm EST
  • User Roles

    CTM allows an unlimited amount of account users with flexible user access levels. When you add a new user, you can choose from the following roles.

    Aug 01, 2017 05:08pm EST
  • Managing Users

    CallTrackingMetrics allows an unlimited amount of account users with flexible user access levels. When you add a new user, you can choose from a variety of roles.

    Aug 01, 2017 05:08pm EST
  • Managing Users

    CallTrackingMetrics allows an unlimited amount of account users with flexible user access levels. When you add a new user, you can choose from a variety of roles.

    Aug 07, 2017 03:36pm EST
  • Account Owner Changes

    The account "Owner" is typically the person who opened the account and they will be marked as the owner in the user list.

    Aug 03, 2017 11:57am EST
  • Access Control Rules

    Access control groups are a great way to customize the level of access your users have within your account.  You can use them to limit which numbers are visible for a particular user, and you can even use it to hide information in the call log as needed.

    Aug 03, 2017 05:01pm EST
  • Adding Agents to the System

    You can add users to the system with the new "Agent" role type. Agents are able to view the calls in the call log that they have answered, and they are also able to make outbound calls.

    Aug 03, 2017 05:02pm EST
  • Adding a Receiving Number to a User

    If you are using a call queue you will need a receiving number for any agent that is going to be receiving calls.

    Aug 03, 2017 05:02pm EST
  • Adding a Schedule to a User

    If you are using a call queue, you might want to have a schedule set for your agents. This will allow the agent to receive calls during a certain time.

    Aug 03, 2017 05:02pm EST