You can add new users to your Delacon account using the User Configuration feature. This is an important tool to manage user access to your call data and it allows you to instantly create new users without any external assistance from Delacon support. To configure this feature, please follow the steps below:
Step 1 – log in
Log in to the Delacon Portal and click on your profile in the top right-hand corner. Select User Configuration from the drop-down menu:
Step 2 – create a new user
Click on the + symbol to create a new user
Step 3 – define the new user's email address
Enter the email address that the new user will be using
Step 4 – add the new user's name
Fill in the new user’s nickname. This is the name that will appear in the list of users on the Users page.
Step 5 – define permissions
Select what level of permissions you would like the new user to have from the Permission drop-down menu:
- Read Only will grant the new user permission to view the Reports tab of the Portal only. They will not have permission to edit services or create new integrations – skip to Step 6.
- Manage will grant the new user permission to view the Reports tab, plus access to the Services tab, the Integrations tab, or both.
If choosing Manage, you will need to define which aspects of the portal you would like the new user to manage. Select one of the following from the ‘Customise Manage Permission’ drop-down menu:
- Service Only – this will allow the user to access the Reporting and Services tabs of the Portal.
- Integrations Only – this will allow the user to access the Reporting and Configuration tabs of the Portal
- Both – this will allow the user to access the Reporting, Services and Configuration tabs of the Portal.
Step 6 – define services
If you would like to grant the new user access to all of your CIDs, or services, you can select ‘Yes’ in the ‘Select All Services’ section. Selecting this option will grant access to every CID, and will also automatically grant the new user access to all future CIDs that are created.
If you would like to select a sub-set of CIDs, or services, refer to the ‘Available Services’ list. Click in the box next to each CID to which you would like to grant access. Once you have selected all of your chosen CIDs, click the green arrow button to move the selected CIDs to the ‘Selected Services’ column. You can remove CIDs from the ‘Selected Services’ list by selecting them and clicking the red arrow button.
Once you have made your selection, click the Submit button. An email will be sent to the new user which will prompt them to create their own password.
Please note that multiple primary users can assign CIDs (Service/Customer IDs) to one user. For example, if there is a sales department with an MID (Master ID) and multiple CIDs under that Master ID, the primary user can grant access to all relevant sales CIDs. Then if the marketing department wants to grant access to relevant CIDs under their (different) MID (master ID) for the same user, they can do so. The new user can be assigned as many CIDs as needed by different MID primary users. The new user will be able to access all CIDs granted to them. The various departments will not have access to CID information other than their own.
If you would like to review or restrict Delacon's access to your account, please click here for instructions.
If you would like further assistance, please do not hesitate to contact Delacon support.