Client Admin

User Accounts

An administrators guide to managing user accounts, including creating contacts, setting up access permissions, unlocking accounts, and properly removing staff access.

Read Admin Guide to User Accounts

Roles & Permissions

A guide to configuring user permissions through predefined roles or customised individual access controls across reporting, message content, integrations, and messaging applications.

Read Roles and Permissions Guide

Account Structure

A guide for managing user access in parent-child account structures, including transferring users between accounts through proper deactivation and recreation processes.

View Account Structure Admin Guide