CallingPost: Managing Team Access - The Group Managers Feature
Need to delegate the management of specific contact groups to other team members? CallingPost's Group Managers feature allows you to grant limited access to designated individuals, enabling them to add, edit, and delete contacts within assigned groups without full account permissions.
Here's a step-by-step guide on how to use the Group Managers feature in CallingPost:
1. Adding Group Managers:
Go to the My Account section in the right navigation menu.
Click Invite Account Manager.
Enter the manager's email address.
Select the specific groups you want this manager to be able to manage.
Click Send Invitation. The manager will receive an email inviting them to join the account.
Visual Aid - Step 1
2. Manager Joining the Account:
The manager clicks the Join This Account link in the email they receive (sent from [email protected] with the subject: "You've been invited to join a CallingPost Account").
If the manager doesn't have an existing CallingPost account, they will need to create one. Logout & then click Join This Account again from the original invitation link.
If the manager already has a CallingPost account, they just need to login.
A confirmation message will appear, indicating that their account is now linked to the shared account.
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****
3. Manager's View:
Group Managers can switch between their personal CallingPost account and the shared account using the login options (often a dropdown menu in the top right).
Once in the shared account, the Group Manager will see a limited home screen displaying only the groups they have been granted permission to manage.
Visual Aid - Step 3
Additional Tips:
You can create placeholder groups initially. This allows managers to begin adding, editing, or deleting contacts within those specific groups as soon as they join, without requiring further permission adjustments.
By using the Group Managers feature, you can effectively delegate contact management responsibilities while maintaining control over your primary CallingPost account.