1. In the right navigation menu, select Account Managers.
2. Click Invite Account Manager. Enter their email address and chose all groups the manager needs to communicate with.
Pro Tip: Add placeholder groups so your group managers can add, edit or delete contacts easily without having to get added permissions to work with new groups.
They will receive the following email:
You've been invited to join a CallingPost Account
You're being given access to the account
Test Account CPC
Already a CallingPost user? You'll be able to use your existing login to join this account, or you can create a new login to access the account.
If you have any questions, contact: QAPSTTZ [email protected]
Join This Account
Uh...What's CallingPost?
©1995-2023, All Rights Reserved
PO Box 3254 Evans, Ga 30809
****Unsubscribe from these emails****
3. Click the Join This Account link . Create an account if you do not have one & logout once you have landed on the home dashboard.
If you already have account skip step 3.
4. Return back to the email invite and Click Join This Account Link again. This time login to your new account and you will see a toast that says Account Linked pop up in green
Now that everything is set up this is what it should look like logging in next time:
When the Group Manager logs into their account, they will see the option to log into their Personal Account or a Shared Account.
Group Manager will see a limited home screen showing just the groups they can manage
