info@activitymessenger.com

Users and permissions

In Activity Messenger a user is a staff which has a user account. For example an administrator or an instructor. With the user account they have access to certain areas in the platform.

Every administrator or instructor should have a user account with Activity Messenger with their own email address and mobile phone number. Please avoid sharing logins between administrators.

# Permission levels

Activity Messenger counts different permission levels:

  • An Account Owner has full access.
  • An Administrator does not have access to Billing and does not have access to Staff forms. They can invite and manage users with Instructor or Guest permissions only.
  • An Instructor cannot make modifications but can track attendance and send messages. They can only access attendance lists and forms that were assigned to them, and messages they sent or related to those.
  • An Instructor (without messaging) cannot send messages.
  • A Guest has no access but can be CCed on emails and text messages you send.

# Inviting users

You may invite new users via email. They will get an invitation to activate their account afterwhich, they will have access to your organization.


# Importing staff from Amilia

If you have the Amilia integration, you can import staff directly from your organization in Amilia. Each will receive an invitation by email.


# Updating user information

Administrators and Account Owners can modify the name and permission level of users. If the user did not get the invitation by email, you can resend it. You can also revoke access by clicking on remove. The user will no longer have access to your organization.


# Revoke access

To revoke access, open the information popup of a user and click on Revoke. The user will no longer have access to your organization. They will however retain their user account in Activity Messenger and may access other organizations they manage.


# Administrator

Administrators have restrained access. They do not have access to billing, Staff profiles and forms. They do however have permission to view users and invite instructors and guests. Administrators cannot modify the permission level of other administrators and account owners.


# Instructor

An Instructor can be a coach or a teacher. Their access is limited to forms, tracking attendance and sending messages. They can only access forms and attendance lists that were assigned to them, and messages they sent or related to their classes. You may also assign the permission "Instructor without messaging".


# Guest

A Guest permission level is useful if you want to CC them on emails and text messages. You can only CC users of your organization. We therefore invite them to confirm their email and mobile phone number.


# Messaging

With Activity Messenger you can communicate with your users. You can send them emails and text messages. Create a New message and choose the Users option. Pick the staff you want to message.

You may also carbon copy (CC) users on messages you send to your clients. Create a New message and choose the CC option. Pick the staff you want to carbon copy.


Next topic: Staff profile and forms




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