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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  1. Admin Portal
  2. Create and Manage Users

FAQs (Create and Manage Users)

Here are a few FAQs on adding and managing users in NeoDove.

  1. How do I add a new user to my NeoDove account?

    • To add a new user, navigate to the "Manage Users" section in the admin panel, click on the "Add User" button, and fill in the required details such as name, number, password and role. Then, click on "Submit" to add the user.

  2. What roles and permissions can I assign to users?

    • NeoDove offers various roles such as Admin, Manager, Assistant Manager and Executive, each with different levels of access and permissions. Admins have full control over the account, Managers have limited administrative privileges, and Executives can access specific features based on their role in the organization. Even, new roles are also can be created and even the existing roles can also be edited with their permissions can be customized.

  3. Can I edit or update user information after adding them?

    • Yes, Admins or Managers can edit user information such as name, email, role, and permissions at any time from the "Manage Users" section in the admin panel. Simply locate the user, click on the edit icon, make the necessary changes, and save.

  4. How do I deactivate or delete a user from my account?

    • To deactivate or delete a user, go to the "Manage Users" section, find the user you want to deactivate, and click on the deactivate or delete icon after clicking on the three dots under the "Action" section. This will prevent the user from accessing the account and their login ability will get revoked.

  5. Can I track user activity and performance within NeoDove?

    • Yes, NeoDove provides comprehensive user activity logs and performance metrics. Admins and Managers can monitor user activity, call logs, lead interactions, and performance metrics to assess productivity and identify areas for improvement from the Reports, Trends and Campaign section as well.

  6. How many users can I add to my NeoDove account?

    • The number of users you can add depends on your subscription plan. NeoDove offers flexible plans with varying user limits. You can upgrade your plan or contact support to increase the user limit if needed.

Note: These FAQs should help you understand the process of adding and managing users in NeoDove more effectively. If you have any further questions or need assistance, feel free to reach out to our support team.

Last updated 1 year ago

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