How Do I Add an Admin User in SoCast Engage?

How Do I Add an Admin User in SoCast Engage?

  1. Log in to your company's SoCast admin panel at http://admin.socastsrm.com/staff.
  2. Click on the "Add User" button.
  3. Fill in the required fields:
    • Staff Name: Enter the user's full name.
    • Email: Provide the user's email address.
    • Password: A password will be sent to the user's email.
    • Locked: Leave unchecked to allow login.
    • Timezone: Select the user's timezone.
    • System Role: Choose "Company Admin" to grant admin privileges.
    • Account Assignment: Select the accounts the user should have access to.
    • Permission Group: Assign a permission group or customize individual permissions as needed.
  4. Click "Save" to create the user account.

The new admin user will receive an email with their login credentials.

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