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How To Add Multiple Users to your Call Tracking Software

There are many use cases for why you would want to add additional logins to your account. One example is if your receptionist forgot to write down the service address of a new customer that called. You can give your receptionist a login so they can pull calls and listen to call recordings.Another example is if you are generating leads for your client and you want them to have a log in so they can see all the phone calls that they are getting from the campaigns that you are running for them.

How you add additional users to your PhoneWagon account:

Step 1: Click on Edit Profile in the upper right drop-down

add user step 1

Step 2: Click on "Users" and then "Add User"

add user step 2

Step 3: Input information for the new user (name, email, password, role)

add user step 3

Step 4: Choose permission for new user

There are 3 different user roles in PhoneWagon. Here's the difference between them:Company Manager: This is the admin or owner for a particular company that you setup. They can view and edit everything including buying and configuring phone numbers, deleting phone numbers, viewing all calls, reports, etc.Report Manager: Can view reports and call details - they cannot buy new numbers or change any settingsCall Manager: Can only view the phone call details - they cannot buy new numbers, change any settings, or view reports

add user step 3

You can add as many different users to your account as you wish!

Email us if you have any questions. Happy tracking!

ABOUT THE AUTHOR

Ryan Shank is the CEO at PhoneWagon. Ryan loves helping small businesses generate quality leads by implementing creative solutions that are proven to work.

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