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Managers

What are managers?​

Managers are system users with various roles and access rights. They allow managing teams, assigning roles, and controlling access to platform functions. They are connected to campaigns, scripts, and other system sections.

Main Functions​

  • Creating users — "Add" button in the top panel
  • Editing — click on user card
  • Role management — assigning and changing roles
  • User search — by name, email or phone
  • User deletion — removing unnecessary accounts

Information in cards:​

  • Name — user's full name
  • Email — email for login
  • Phone — contact phone number
  • Roles — assigned roles and access rights
  • Actions — available operations with user

Creating a User​

Step 1: Basic Information​

  1. Click "Add" → fill in data:
    • User's full name
    • Email address (for login)
    • Phone number

Step 2: Role Assignment​

  1. Select appropriate roles from the list:
    • Admin — administrative rights
    • Manager — manager rights
    • Operator — operator rights
    • Viewer — view-only rights
    • Service — service rights
  2. Ensure access rights are correct

Step 3: Password Setup​

  1. Create a strong password
  2. User can change it on first login
  3. Save the user

User Management​

Editing​

  • Click on user card → editing
  • Change name, email, phone
  • Update roles and access rights
  • Change password (if necessary)

Search and Filtering​

  • Search by name, email or phone
  • View list as cards
  • Use additional filters

Roles and Access Rights​

Admin (Administrator)​

Rights: user management, campaigns, scripts, numbers, billing, report viewing, system settings

Manager (Manager)​

Rights: user viewing, campaign management, script management, number management, report viewing

Operator (Operator)​

Rights: campaign viewing, campaign start/stop, script viewing, number viewing, report viewing

Viewer (Observer)​

Rights: only viewing campaigns, scripts, numbers, reports

Service (Service)​

Rights: script editing, billing management, API access, system administration

Troubleshooting​

Choosing Roles for User​

Recommendations: Leader → Admin, Project Manager → Manager, Operator → Operator, Analyst → Viewer, Technical Specialist → Service

User Forgot Password​

Methods: password reset by administrator, recovery via email, creating temporary password for first login

Changing User Email​

Possibilities: can be changed through user editing, user will receive notification, need to login with new email

Access Control to Functions​

Methods: role assignment, automatic rights checking by system, activity monitoring, regular auditing

Tips​

Creating Effective Structure​

  • Plan roles in advance, determine which roles are needed
  • Principle of minimal rights — give only necessary rights
  • Regularly review and update roles

Security​

  • Use strong passwords and change them regularly
  • Monitor activity and track suspicious actions
  • Remove inactive users

User Training​

  • Conduct briefing on rights and limitations
  • Provide access to documentation
  • Organize support and collect feedback