A critical part of establishing your agency's presence on Review Responder is adding and managing user accounts for your team members. This initial section of the article will guide you through the steps to ensure that your team can access the system and manage customer interactions efficiently.
To begin, log into your Review Responder account and navigate to the 'Agency Settings.' From there, you will select 'Agency Users,' which is the central hub for all user management within your agency. This is where you can add new team members to the system and oversee existing ones.
Click on 'Add New User' to start the process. Here, you'll be prompted to enter the new user's name, email, and phone number. You will also create a password for them or use the automatic password suggestion feature to generate a secure password automatically. Once you've entered all the necessary information, clicking 'Add New User' will save the new account in the system.
After a user is added, the platform offers tools to monitor their activity. You can view the login history for the last 30 days, copy the auto-login link to quickly access the user's dashboard, and edit their details as needed. The system also provides options to resend the user's credentials or delete the user if they no longer require access.
User activity tracking is another powerful feature. You can review the date and type of activity performed by each user, which helps in making informed decisions regarding user permissions and security. Plus, the activity can be filtered by date and user for targeted analysis.
By following these steps, you can ensure that your agency's team members are well-equipped to use Review Responder effectively, contributing to a seamless and collaborative workflow.