Removing a user from your account will prevent the user from seeing your account when they log in. If the user has access to other accounts in CTM, they will still be able to access those accounts unless they are removed from those accounts as well. Note: If you need to remove an agency administrator
CallTrackingMetrics allows an unlimited number of users for each account. Each user has a role that determines what kind of permissions they will have in the account. Users can have access to multiple accounts, and can have different roles in different accounts. Some user roles can be added to access control groups, which allow for more
This article covers detailed information regarding the Salesforce integration. We recommend you start by following the instructions in this article before proceeding. Once you have set up your CallTrackingMetrics account Integration to Salesforce you can associate your CTM agents to users in Salesforce. When you associate the Salesforce user and when the agent receives a
Two-Factor Authentication (or 2FA) is a security feature that requires an extra code provided by your smartphone to log in.
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.
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.
