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How to add or setup additional Users
How to add or setup additional Users

Adding more new users and configuring type of users in your ezyCollect account

Louissa avatar
Written by Louissa
Updated over 3 years ago

If you need to add more Users in ezyCollect, you can follow these easy steps:

  1. Login to ezyCollect

  2. Click on Users under Settings

  3. Click on “Add Users” if adding additional users

  4. Fill up the required fields

  5. Select the User type (Manager, Standard or Call Center)

  6. Select the type of alerts this user is required to receive

  7. Click on ‘Enable’

Types of Users:

  • Manager User - has the authority to change or edit all settings and update customer statuses

  • Standard User and Call Center - cannot change the workflow and customer statuses. This will require authorization code before any changes can be made.

Refer to the guideline video:

Please note your ezyCollect license has a limited number of users. If you need more users in your account, please contact our CS team on customersuccess@ezycollect.com.au.

Related Links:

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