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A staff user: only has access to the mobile app. They do not have credentials to login to the web-app, and can only access the Captello app using their email and authentication code.
Editing a User
To edit a user, click on the edit button to the right of the user list:
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You will be prompted to change the name and phone of the user:
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Changing a Role of a User to Admin
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Once the desired replacement is an admin, click on the edit icon besides their role and change it to Primary.
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Editing a User’s Name and Phone Number
To edit a user, click on the edit button to the right of the user list:
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You will be prompted to change the name and phone of the user:
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Editing a User’s Email
A user’s email cannot be changed using the edit button, however, it can be changed by removing and re-adding the user. To remove/change a primary user, refer to 'Changing the Primary User' below
Lead Capture License
All users in the portal will be consuming a lead capture license by default. However, it can be disabled for the primary user and admin users if they do not need it, by disabling the ‘Lead Capture’ checkbox.
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Staff members will always have the checkbox turned on, unless they are promoted.
The section below explains the different types of users, and how to change them.
Deleting a User
Primary users can be deleted by assigning another admin to be the primary user.
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