Getting Started & Account

10
  • Adding Users & Managing Permissions
  • Connecting Facebook & Instagram To Receive Direct Messages
  • Setup Your Phone Number
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  • Connecting Google My Business
  • Importing Contacts
  • More Documents Coming Soon
  • Exporting Contacts
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Texting

2
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Email

3
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  • How to Build an Email Template
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Workflows

5
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  • Sending Voicemail Blasts
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  • PYV (Plan Your Visit) Walk-through
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Contacts

7
  • Creating And Using Smart Lists
  • Sending Voicemail Blasts
  • Creating Tags & Apply Tags To Contacts
  • Importing Contacts
  • Merging Duplicate Contacts
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  • Exporting Contacts

Conversations

4
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  • Creating Keywords With Automations
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2
  • Build Custom Forms
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1
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Adding Users & Managing Permissions

< 1 min read

Contact Current allows you to add multiple and unlimited users to your account. As an administrator you can set each users permissions based on their particular roles.

Instructions

1. Click on settings in the bottom left hand corner of your dashboard.

2. Click the “My Staff” tab on the left sidebar.

3. Click the “Add Employee” button in the top right corner.

4. Enter your employee/staff information. Name, email and phone number are the most important.

5. Set your users permissions.

Pro Tip: Any users that are added as an “Admin” have the same privlleges as any other admin. They can add/remove other admins.

Transcript

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Updated on September 2, 2022

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