How do I create a sub-user?

Only the primary user can create sub-user accounts. Under the account menu (upper right corner with the user's name), select "Sub-User Accounts."

You are able to create up to 5 sub-user accounts. If you need to create more, please contact customer support for pricing options. By adding additional sub-users, your account will be billed accordingly. Please refer to the pricing section of www.eContactSystem.com for the current rates.

 

How can I create more sub-users than the system will allow?

Please contact customer support for pricing options on adding additional accounts.

 

What do the permission settings mean?

• Contacts
  • Modify - The user can add, delete or update a contact
  • View Only - The user can only view contacts
• Calendar
  • Modify Others and Theirs - The user is able to update both their calendars as well other users
  • View Others / Modify Theirs - The user is able to update their calendar, but only view other users' calendars
  • Only Modify Theirs - The user is only able to view and update their calendar
• To-Do List
  • Modify Others and Theirs - The user is able to update both their to-do list as well other users
  • View Others / Modify Theirs - The user is able to update their to-do list, but only view other users' to-do list
  • Only Modify Theirs - The user is only able to view and update their to-do list
• Calls/Call Backs
  • Modify Others and Theirs - The user is able to update both their call list as well other users
  • View Others / Modify Theirs - The user is able to update their call list, but only view other users' call list
  • Only Modify Theirs - The user is only able to view and update their call list
• Custom Tracking Module
  • Modify Others and Theirs - The user is able to update both their list as well other users
  • View Others / Modify Theirs - The user is able to update their list, but only view other users' list
  • Only Modify Theirs - The user is only able to view and update their list
• Email System
  • No Access - The user is not able to access the email system
  • Schedule For Only Their Email Address - The user is able to access the email system, but only able to schedule emails for themselves
  • Schedule For All Email Addresses - The user is able to access the email system and schedule emails for themselves as well as other users
• Reports
  • Access - The user is able to view all reports
  • No Access - The user it not able to view any reports.

 

How will a new sub-account user access their account?

The new user will receive an email that will allow them to activate their account and give them their temporary password.