Project access settings

After setting up your project you might need to share the statistics with your marketer or the other colleagues.

So, to keep your own account safe you can set the access to your colleagues' emails in the project setting.

  1. Go to the Settings — Manage user permissions settings.
  2. Click on ‘Add user’ button and select the access level for it:

There’re 2 available levels:

  • Administrator — allows the user to see all the statistics and change the settings in the project.
  • Analyst — allows the user to check the statistics only.

The ‘Manager’ and “Agent’ types of access don’t allow the users to see any statistics or change any settings in the project. They can be added only if you add the agents' profiles for the integration with the CRM-system.

After setting the access to the project, there will be the letter sent to the user’s e-mail. The letter will include the link the user should go to and set the password for their account.

In case the user already has the account in Ringostat and has got the access to this or the other projects previously, they will receive the letter with a simple notification. This will say that the user has the access to the required project.

In case the user hasn’t set the password following the link in the first access letter, they can just reset it and set up the actual password for their account.

 

In case you need any assistance feel free to contact our Support team via chat or through the email support@ringostat.com.

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