What is this?
This guide outlines how to invite new admins to your AllVoices company account directly from within your Settings page in AllVoices.
Who is this for?
The steps outlined in this guide requires you to be logged in as the owner administrator for your company’s AllVoices dashboard.
How To Invite Admins
1. Log into AllVoices using your owner administrator username and password
2. Click on Admins and Permissions in the top right hand corner of the dashboard page
3. On the Admin Management page, click Admins
4. On the admin panel, click Add New Admin
5. Enter your admin’s full name, company email address, select role and if desired, a personal note that will be included in the invitation.
6. When you’ve finalized your selections, click Add Admin to continue.
Note: Your invited admin will have 72 hours to accept the invitation, otherwise it must be resent.
Admin Management
Once you’ve invited your admins, you will be able to manage them on the AllVoices Admins page.
On this page, you’ll be able to:
- View admin’s roles
- Monitor admin statuses (Invite Expired, Invite Pending, Active)
- Resend invites
- Edit admin’s roles
- Delete admins
You can also filter by admin role and status to easily locate admins.
Admin Permissions
There are five default roles that exist in AllVoices, each with their own set of permissions:
Owner (that’s you!)
- The Owner has complete control over the account and can take action on everything. Only the Owner role can add admins, remove admins, change an admin's role, set up SLAs and reminders, create routing rules, and see all pulse surveys created.
- Ownership can only be transferred by contacting AllVoices directly. Multiple Owners are permitted.
- *Owners have access to all cases by default, unless intentionally blocked.
Primary Admin
- The Primary Admin has full access with the exception of settings and configurational features. They have default access to all cases and are notified of all new cases.
- *Primary admins have access to all cases by default, unless intentionally blocked.
Sub Admin
- The Sub Admin has limited access to the platform. They can view data in charts related to their cases. They can only view and take action on cases they create or if granted access.
- *Sub Admins can be granted access to cases via routing rules, if assigned, or if added under “Manage Access” by another admin with access. They also have default access to all cases they create.
Viewer
- The Viewer has view-only access to the platform. They can view data in charts related to their cases. They cannot take action on cases.
- *Viewers can be granted access to cases via routing rules or if added under “Manage Access” by another admin with access. Viewers cannot be assigned to cases as this is a view-only role.
Manager
- The Manager has the most restricted access to the platform. They cannot access charts, pulse surveys, investigations, or messages. They can view and comment-only on cases that are shared with them but cannot take action.
- *Managers can be granted access to cases if added under “Manage Access” by another admin with access. Managers cannot be assigned cases as this is a view and comment-only role.
Custom Roles
You can also create custom roles. Read more about custom roles here.
Admin Statuses
On the AllVoices Admin Management page, you will see your admins’ statuses as they exist in AllVoices:
- Invite Pending - Invite has been sent but not accepted.
- Invite Expired - Invite was sent, but the account was not activated in 72 hours, so the invite expired.
- Active - Admin accepted the invite and activated their account.
Note: Previously deactivated admins are not visible on this page.
Admin-specific Actions
After your admin has been invited, you can take further action on them hovering over their name. This allows you to edit their role or name, resend the invitation or delete the admin.
Resending Invites
As noted above, invitations sent to admins will expire after 72 hours. If you need to resend an invite, simply click the Resend Invite button next to the admin’s name.
Editing Admin Settings
If you’d like to edit the settings for an individual admin, click the Edit icon next to the desired desired admin. In the page that follows, you’ll be able to:
- Rename the admin
- Change the admin’s role
Deleting Admins
To delete the admin click the ‘trash’ icon next to the admin’s name and press “Delete admin’ to confirm.
If you have any additional questions, please reach out to your Customer Success Manager or support@allvoices.co.