Users

In this section, you are able to add new Users and manage existing Users. 

Add a New User

To add a New User, you can use the button in the top right corner “+Add User”. When adding a new User, you will need a valid email address along with first/last name.

In the list of users, you’ll notice each User’s role is listed in the first column – if that User has access to send announcements, then you will see the megaphone icon next to the User’s role.  If you would like to give permission to a user to send announcements, please have your administrator reach out to Captivated Support in the left-hand menu.  

Please note that an administrator of the account will need to grant Captivated permission to give a user the ability to send announcements. 

To the right of the User’s role, you’ll see the User’s current status (green means the user is online and red indicates the user is offline.

Reset Password and Remove User

The Actions menu on the far right will show you three options: Resend Invitation, reset Password, or Remove User. 

To manage a current User, click on their name to open the record.  Notice the 4 tabs at the top of the record. 

• In the General tab, you’ll see basic information, along with the same buttons that were on the previous screen: Resend Invitation, Reset Password and Remove User. The Edit button in the top right will allow you to make changes to the User’s basic information (for example, email address, phone number, first/last name).

 Add User to a Team

Add User as an Operator of the Queue