Building a cohesive team is essential for effective internal communication. Udext makes it easy to invite and manage your team members, ensuring everyone is on the same page.
Adding Team Members
Click on 'Team' under the 'Settings' tab on the left side menu.
Click on the 'Invite Team Member'. You can invite as many team members as you wish.
When inviting a new member, you'll need to provide their basic information:
First Name
Last Name
Email
Phone Number
Role (Account Owner, Admin, User, or Viewer)
Access Level (Full Access or Limited Access)
Position
Once you've filled out a team member's information, an invite link will be sent to their email.
Understanding Roles
In Udext, there are four primary roles:
Account Owner:
Has full access to the platform, including organizational settings, inviting team members, and managing contact settings.
Admin:
Similar access to the Account Owner but with certain restrictions. Admins cannot change organizational settings, invite new team members, or update team member settings.
User:
Designed for team members primarily responsible for communication. Users can send and receive messages but cannot add/update/delete contacts, or change organizational settings, or invite team members. This role focuses on communication without data editing privileges.
Viewer:
Has view only access to the platform, they cannot change any settings or involve in any communication.
Understanding Access Levels
When adding team admins, Account Owners can choose between Full Access and Limited Access for each user.
Full Access:
Grants complete control over contact management and unrestricted communication with all contacts.
Limited Access:
Restricts the user to messaging and viewing contacts only within assigned groups, ensuring focused and relevant communication.
Managing Team Members
Account Owners have the authority to deactivate or delete other admins if necessary. This ensures that only the right individuals have access to sensitive settings and data.
To deactivate a team member, go to the 'Team' tab and click on the 'Deactivate' button.
It will ask for a confirmation, and once confirmed, the team member will be deactivated.
If you'd like to re-activate the team member, you can follow the same steps above.
Questions? Chat with us or email [email protected]