Access management for the Agendize account of your business

Access management for the Agendize account of your business can be used for: administration, delegation, access for your IT department or your DPO.

Access & permission

To create a user that is not attached to a staff member (note: these roles are global and will give that user access to that role's rights across all Locations) navigate to your account in the upper right corner of your Dashboard, select Access and Permission:

Then click the Add button. In the window that opens, complete blank fields and select the rights you would like the user to have. Below is a list of what rights each role gives.

  • Administrator - Full access and control of the platform
  • Analytics - Access to Reports, the ability to create custom reports, email/export reports, view completed forms, and listen to call recordingsĀ 
  • Billing - Access to Payment & Budget to add communication credits/change subscription, and receive email alerts if your credit is low
  • Button Management - Access to the Installation page to create, edit, delete, add emails for notifications to, and install all buttons
  • Chief Data Officer (CDO) - Access to the Privacy policy settings

After you hit Save, an invitation will be sent to the address entered previously informing them that they have been granted rights. If the email address already has an account associated with it, upon clicking Sign in, they will be prompted to sign in in order to connect their account. If the email address does not have an account associated with it, clicking Sign in will prompt the user to create a new account.

Note: new users will need to verify there account through an email sent post creation