Ever need to add a new user to your account? Want to limit that user’s access to only certain functionality? Or do you need to create a sub-account to help segment usage?
To access the account and user management section, login to your app.ytel account. Select "Settings" and then "Accounts" (Please note, only the primary account admin will see this). In the Accounts section you will have the ability to:
View all your accounts and their account id
Create a new subaccount
Log into a subaccount
Delete or inactivate an account
To view, edit, or delete your account and/or create a new subaccount, navigate to "Settings" and select "Accounts". You will be able to view your primary account and any subaccounts you may have ("create subaccounts" button located in top right corner). Here, you can also switch the status of your accounts activation to off/on, manage users for each account, login to a desired account, copy an ID, and delete an account.
The Accounts tab will allow you to see your primary and subaccounts (Sub accounts are useful for separating usage and users into a subset for individualized reporting).
To create a subaccount click the "Create subaccount" button.
To manage users associated to the primary or subaccounts click the "Manage Users" link under 'Action'.
The Users tab will allow you to see users associated to your primary and subaccounts along with their date of creation, status and other available information.
To modify a user, click their First or Last name (in blue)
To create a user click the "Create user" button.
Creating a User
Input the First and Last name
Input the email address
Input the phone number
Assign a password (and confirm the password)
Assign the appropriate access (see below for explanation of each)
Click Create and viola!
API - grants access to API only. Does not grant access to Users or Billing.
Users and Accounts - grants full access to user management, including add, remove and updating of permissions. Does not grant access to any other products or services.
Inbox- grants full access to the Inbox product.
Billing - grants full access to API, including the Billing tab
Messenger - grants full access to the Ytel Messenger application
Workflow - grants full access to the Workflow application
Contacts - grants full access to the Contact section
Numbers - grants full access to the Numbers section (purchasing, managing, number sets)
Modify a User
To modify a user, click the Users button under settings then locate the user and click their name...
Modifying a user gives you the ability to change a user's password and manage their access to different features.
Important things to keep in mind:
User access and user security are your responsibility, do not share user logins
Always keep your data on your users up to date.
When creating new users, once complete, login as them and test to ensure you have configured their access correctly. Have the user change their passwords once they login.
The Account owner role has full access, and is the only user who can access 'API Tokens'
We're here to help - if you need assistance, please contact the Ytel support team via email at email@example.com or you can click the live chat button at the bottom right of your screen.