1. Here's a step-by-step guide on how to use the Group Managers feature in CallingPost:
1. Adding Group Managers:
Go to the Account Managers section in the right navigation menu.
Click Invite Account Manager.
Enter the manager's email address and select the groups they need to manage.
The manager will receive an email inviting them to join the account.
2. Manager Joining the Account:
The manager clicks on the Join This Account link in the email.
If they don't have an existing CallingPost account, they create a new one.
After creating an account or logging in with an existing one, they click Join This Account again from the original invitation.
A confirmation message will appear as the accounts are linked.
3. Manager's View:
They can switch between their personal and shared accounts using the login options.
The Group Manager will see a limited home screen with only the groups they can manage.
Additional Tips:
You can add placeholder groups to make it easier for managers to add, edit, or delete contacts without needing additional permissions.
Visual Aid- Step 1
Visual Aid- Step 2
They will receive the following email from: [email protected]
You've been invited to join a CallingPost Account
You're being given access to the account
{Displays the Organizations Name here}
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: {Name & Email of account inviting)
Join This Account
Uh...What's CallingPost?
©1995-2023, All Rights Reserved
PO Box 3254 Evans, Ga 30809
****Unsubscribe from these emails****
Visual Aid- Step 3
