As an Accredited Provider you can invite Users to your Account to help manage content, billing, reviews, or your Analytics.
There are several User types that you can choose from. Below is the list of available user groups and their permissions. Please note: only Users with Admin status can invite other users:
- Admin (all permissions): edit content, respond to reviews, add and change billing information, receive communication re. billing (invoices, upcoming bills, payment information), view and accept service requests, invite and revoke access for other users.
- Editor: edit content
- Reviews: respond to reviews
- Billing: add and change billing information, receive communication re. billing (invoices, upcoming bills, payment information)
- Intake: view and accept service requests.
If you add any new users to your account, you might also need to advise them to add us as a trusted sender. This means they'll need to find our email in their spam or junk folder. Learn more here.
Please note that each user type will receive notifications specific to their permissions. For example,
- intake users receive service request notifications via email and text (more on that below)
- billing users receive billing notifications via email
- reviews users receive review notifications via email
- admin users receive all notifications.
Choosing what user type to assign to someone is dependent on what type of permissions you want them to have, as well as what notifications you want them to receive.
How do you add new users?
To add a new user, please log in and go to the users tab on your dashboard and select 'Invite User +' as shown in the below screenshot.
You'll then be prompted to enter the new user's email address and select their role.
The user will be invited via email to join the account. To accept, they need to click on 'Accept Invitation' in the email.
They will be asked to complete a short form, after which they can click 'Join Clickability' and access your account - with their permissions depending on the type of role you assigned them.
It's important to enter a contact telephone that's a mobile, as this will be used when SMS notifications are selected. To learn more about notification settings, please scroll to the end of this guide.
Can you edit or remove a user?
Yes to both! To edit a user's role or remove them from your account, go to your user's tab on your dashboard and select the three dots next to the relevant user. This will prompt you to change their role, remove them as a user, or change their notification settings (more on this next!).
Can a user change their notification settings?
Yes again! As described above, you can change a user's notification settings - or they can do it themselves - by logging into the account, going to the user's tab on the dashboard, and selecting the three dots and 'Notification Settings' where prompted.
The next screen will display the email and SMS notification settings for the user account. To edit, simply toggle the settings on/off as shown below.
Please note: to receive Service Requests by text, you will need to be an admin or intake user.
If you cannot edit a specific setting, the user won't have the right permissions.