Users

the users feature in sanoflow allows organizations to effectively manage team members, their roles, permissions, and team assignments this functionality ensures smooth collaboration, access control, and task delegation across various teams key components of the users section users tab this tab lists all users added to the organization key functionalities include search functionality quickly find a user by their name or phone number invite user add new team members either by email invitation or a unique link details of adding a user fields first name & last name identify the user email email used for login and communication designation optional field to clarify the user’s role in the organization role define the user’s permissions (admin, manager, etc ) locations & teams assign the user to specific branches or workgroups default inbox view customize the inbox layout for the user restrictions is agent define if the user handles customer interactions restrict enquiry view limit access to sensitive enquiries each user's email address has to be unique you cannot have two accounts for one email address actions invite via email sends a direct invite to the user's email invite via link generates a link for self registration roles tab roles define the level of access and permissions for each user predefined roles admin full access across all functionalities manager access limited to specific functionalities and locations specialist focused access for appointments and profile management read only allows viewing data without editing permissions custom roles create new roles tailored to your needs add role assign a role name and description configure module level permissions edit role permissions define access for modules like appointments, enquiries, campaigns, templates, etc permissions include view, manage, delete, and export capabilities edits can only be applied to newly added roles teams tab teams group users for focused collaboration on specific tasks or customers features team name identify the group auto assign use round robin distribution for equal workload sharing office hours define team availability for customer interactions pipeline assignment link teams to specific sales or service pipelines actions add team create a new team, assign users, and configure work settings edit team modify team details, such as members and schedules if your office hours include weekends , leave the hours 12 00am to 12 00am as this will indicate a day off practical use cases role management ensure secure access by assigning the "read only" role to auditors customize roles for department heads to manage their specific modules efficient workflows create a "customer support" team with a round robin workload distribution limit enquiry visibility for confidential data through role based permissions improved collaboration assign users to multiple teams for cross functional projects define team specific office hours to ensure 24/7 customer coverage across time zones best practices regularly review and update user roles to maintain security use descriptive names for custom roles and teams for clarity optimize office hours and pipelines for maximum efficiency restrict permissions for sensitive modules to avoid accidental changes faqs 1\ how can i reset a user's password? users can reset their passwords via the "forgot password" option on the login page admins cannot reset passwords directly you may also reset your password using your password manager under your account settings 2\ can i assign a user to multiple roles? no, users can only have one role, but they can belong to multiple teams for broader access 3\ what happens if a user doesn't accept the invitation? the invitation link remains valid for 2 hours if the two hours window elapses, you may request a new link using the "forgot password" option in the login page 4\ how do auto assignment and office hours interact? auto assignment will only function during the defined office hours unless "auto reply outside office hours" is enabled