NeoDove
  • Quick help portal
  • NeoDove Onboarding
  • Admin Portal
    • Create and Manage Users
      • How to Add a New User?
      • How to Add Users in Bulk?
      • How to Edit Users?
      • How to Deactivate Users?
      • How to Reset a User Account Password?
      • How to View all the Assigned Campaigns of a User?
      • How to Re-Assign the complete leads of a User irrespective of all the Campaigns?
      • How to Disable Lead Assignment?
      • How to Delete Users?
      • How to Define the Roles and Permissions of a User?
      • FAQs (Create and Manage Users)
    • Pipeline
      • How to create a campaign?
        • Lead Distribution Settings
        • Engagement Form
          • Creating Whatsapp Message Templates
      • Edit a Campaign
      • Edit an Engagement Form
      • How to do the HTML Email Setup
      • Upload Leads
      • View Tasks
      • Delete a Campaign
      • Copy a Campaign
      • View Lead Summary
        • Bulk Actions
        • Advance Filters - Lead Summary
      • View Call Logs
      • FAQs (Pipelines and Campaigns)
      • Move and Copy Leads - Campaigns
    • Contacts
      • What are Custom Contact Properties ?
      • How to Upload Contacts?
      • How to Add Walk-In Leads?
      • FAQs (Contacts or Data Upload)
    • Reports
      • User Report
      • User Activity Report
      • Lead Disposition Report
      • Message Activity Report
      • User Call Report
      • Follow-Up Report
      • Login Report
      • Campaign Report
      • Campaign Lead Report
      • Campaign Stage Report
      • FAQs
    • Trends
    • Integrations
      • Google Sheets Integration
        • Steps to integrate Google Sheets
        • Do’s and Don'ts of Google Sheet Integration.
        • Common Scenarios for errors in Google Sheet Integration
        • FAQs on Google Sheet Integration
      • Facebook integration
        • Steps to Integrate Facebook Ads
          • How to test your Facebook Integration?
        • How to Segregate the leads of different Facebook Ad Campaign in NeoDove?
        • Common Scenarios for errors in Facebook Integration
        • FAQs on Facebook Integration
      • Google Ads Integration
      • Google Form Integration
      • JustDial Integration
      • Sulekha Integration
      • Sarv Integration
      • HubSpot Integration
      • WIX Integration
      • WooCommerce Integration
      • Razorpay Integration
      • Homeonline Integration
      • 99Acres Integration
      • Housing.com Integration
      • Magicbricks Integration
      • Custom Integration
      • IndiaMart Integration
        • IndiaMart Integration Push Method
      • Shopify Integration
      • Pabbly Integration
      • WhatsApp API Integration
      • Trade India Integration
      • Webhook
      • Aisensy Integration
      • Interakt Integration
      • Wati Integration
      • DoubleTick Integration
      • Zoho Integration
    • Marketplace - Value Added Services
      • IVR Services
        • PSTN (Sim-Based IVR Call)
        • SoftPhone or VOIP (Internet-Based Calling)
        • Basic Differences (PSTN & SoftPhone)
        • IVR FAQs
      • WhatsApp API Services
        • Facebook Business Manager Account
          • Facebook Business Manager Account Verification
          • Whatsapp Display Name Verification
      • SMS API
      • TRAI
    • Workflows
      • Workflow Send Webhook Functionality
    • Profile
    • Custom Lead Form
    • Billing and Subscription
    • Settings
  • NeoDove Web Application
    • Sign In
    • HomePage
    • Calling Leads
      • Calling Leads Priority-wise
      • Calling Leads Campaign-wise
      • Calling Leads Through ‘My Leads’
      • Calling Leads Through Filters
    • Dispose Lead
      • Yes Connected
      • Not Connected
    • My Tasks
      • Assigned to me
      • Reported by me
    • My Reports
    • Call Logs
    • Walk-In Leads
    • Notifications
    • Change Language
    • Message Us
    • FAQs (Web Application)
  • NeoDove Mobile Application
    • Sign In
    • Homepage
    • Calling Leads
      • Calling Leads Priority-wise
      • Calling Leads Campaign-wise
      • Calling Leads Through ‘My Leads’
      • Calling Leads Through 'Filters'
    • Dispose Lead
      • Yes Connected
      • Not Connected
    • My Tasks
      • Assigned to Me
      • Reported by me
    • My Reports
    • Call Logs
    • Walk-In Leads
    • Notifications
    • Change Language
    • Contact Support
    • Refer And Earn
    • FAQs (Mobile Application)
    • GSM Call Recording Setup Guide
  • Product Updates
    • November 2024
    • October 2024
    • September 2024
    • August 2024
    • July 2024
    • June 2024
    • May 2024
    • April 2024
    • February 2024
    • January 2024
    • October 2023
      • Remarks in Dispose History
      • Attach File Limit Updated
      • Integrations Page Redesign
    • September 2023
      • Find out if your leads are even being attempted or not?
      • Dropdown CCP mapping
      • Switch between call logs and lead summary
      • Admin application
      • Editable role names
      • Product update icon on dashboard
      • Admin dashboard redesign
      • App Permissions
    • August 2023
      • Introducing Chat Support for Admins
      • Ability to copy a phone number from an Incoming VOIP call Pop-up
      • Search Contact Shortcut key.
      • Interactive Lead Tags: Simplifying Campaign Category Navigation
      • Add Walk-in leads from Admin Portal
      • Lead Dispose - Quick Follow up options
      • Hourly Report Download
      • User call report: aggregate stats for date range
      • Browser notification for incoming call for VOIP
      • Admin: View All Campaigns: Clickable Category name
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On this page
  • Who is a User and what are the types of Users?
  • The different types of Users which are present by default in NeoDove are:
  • Organization Admin
  • Manager
  • Assistant Manager
  • Executives

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  1. Admin Portal

Create and Manage Users

In NeoDove, a "user" or "agent" refers to an individual who has access to the platform for tele-calling and lead management purposes.

Last updated 7 months ago

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Who is a User and what are the types of Users?


Users or Agents are typically members of a team or organization that uses NeoDove to engage with leads and customers.

They have specific roles and permissions within the portal, allowing them to perform tasks such as making calls, managing leads, accessing analytics, and utilizing various CRM functionalities.

Each user or agent can have a unique login and profile, and their activities are tracked and managed within the NeoDove system, contributing to the overall efficiency of tele-calling operations.

The different types of Users which are present by default in NeoDove are:


  • Organization Admin

  • Manager

  • Assistant Manager

  • Executives

Organization Admin


The "Organization Admin" in NeoDove is the primary administrator and holds the highest level of authority within a particular account.

As the main person responsible for the account, the Organization Admin typically has full control over account settings, user management, access permissions, and configurations.

They can add or remove users, customize the platform to align with the organization's needs, and oversee the overall operation of the NeoDove account.

This role ensures that the organization's account is properly managed and that its tele-calling and lead management activities run smoothly and securely.

Manager


In NeoDove, managers are responsible for overseeing assigned campaigns, supporting their team of executives, and supervising their performance.

They have the authority to create campaigns, access campaign and user reports for the executives they oversee, and efficiently manage multiple campaigns simultaneously.

This supervisory role ensures smooth campaign operations, provides executive assistance and enables data-driven decision-making to achieve tele-calling and lead management goals.

Assistant Manager


In NeoDove, the Assistant Manager's role closely mirrors that of a Manager, but with slightly reduced permissions and access levels in comparison to the Manager.

Assistant Managers typically share responsibilities related to campaign supervision, executive support, and overseeing campaign performance.

However, their access to certain features and data may be limited compared to Managers, ensuring a structured hierarchy within the organization for efficient tele-calling and lead management operations.

Executives


In NeoDove, Executives are the individuals responsible for handling tele-calling activities and managing the leads assigned to them.

Their role is to make calls, engage with leads or customers, and execute the strategies defined for tele-calling campaigns.

Executives are on the frontline of lead management, working to convert leads into valuable prospects or customers and contribute to the organization's overall tele-calling success.