How Do I Add an Admin User in SoCast Engage?
- Log in to your company's SoCast admin panel at http://admin.socastsrm.com/staff.
- Click on the "Add User" button.
- 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.
- Click "Save" to create the user account.
The new admin user will receive an email with their login credentials.