Staff Management & Role Management

3 minutes read                                                                                                                         Beginner

You can create accounts for yourself and your team to define the level of access each of your staff member has to the Glific account.

Onboard new staff member

All staff member need to create their account to begin using Glific. Take the following steps to create your account:

(Please do not use the chatbot number to create an account on Glific. Your individual user accounts are created using your personal phone numbers.)

*The first two members/person who logs in to the account are automatically made admins..All other members must receive access approval from the admin before logging in.

1. Go to your org specific Glific account link. It will look something like this:(https://prod.glific.com/login)

2. Click on create a new account

4. Registration page will open up. Fill up the required details.

   a. Username (this can simply be your first name)

   b. Phone number (this is be your personal whatsapp number)

   c. Password

5. Click on Continue button.

6. It will send an OTP message on user's WhatsAPP number.

7. After providing correct OTP, user will see a registered successfully message. Click on here link to login

8. You will not be able to login before your admin approves your request. (Important note : If you are the first person creating an account on the system after it has been set up you will automatically be the admin and will be able to log in without approval)

Staff management - Access Approval

9. The first two members are automatically considered as admin.The admin can access the staff management by going to Manage and clicking on Staff to give access to the new staff account.For anyone logging into the Glific account besides the admins, the admin must approve their access before they can proceed.

10. Find the user in the list of members. Click on edit icon in the that user tab.

11. Select the role you want to give to the new user.

12. Optional: You can also select the collections which gives the staff the ability to interact only with the contacts from that collection.

13. Click on save button.

14. If you want to remove access from a staff member, simply change their access to none or remove the user from staff management.

15. After approval, user can access the platform with their phone number and password.

User roles

1. Admin - Has complete access to all the parts of the platform.
2. Manager - Has complete access to the platform except settings and staff management.
3. Staff - Has access only to the chat section and their collections. Access can be limited to chatting with all contacts or only to the ones in their assigned collection.
4. None - Has No access to the platform. They can’t login. Can be used to block the access.

You can also check User roles access from the help link below Roles filed.