Team roles and permissions
What a user, a manager and a Mav admin can each do, and how to invite and manage your team.
Roles
| User | Manager | |
|---|---|---|
| See contacts, conversations, calls and agents | yes | yes |
| Export contacts | yes | |
| Mark a contact quoted or sold | yes | |
| Edit or delete a contact | yes | |
| Add and edit marketing sources | yes | |
| Invite, edit and remove teammates | yes | |
| Account name, timezone and phone settings | yes | |
| Lead boxes (outbound notifications) and Send test | yes | |
| Imports, exports and filters | yes |
A few things are reserved for the Mav team: creating and editing agents, your doing business as name, removing a lead box, and the admin screens. Ask your Mav contact when you need one of those changed.
Inviting a teammate
Under Settings › Users, click Invite teammate and fill in name, email, phone, role and timezone. The person gets a "Welcome to Mav!" email with a link to set a password. Their card shows Pending until they accept. Remove takes someone off the account and cannot be undone. You cannot remove yourself.
Add a phone to each person's profile. It is where Send a test on an agent texts or calls them.
Sub-accounts
If your account has sub-accounts, managers see an Accounts tab in Settings. It lists your account and its sub-accounts, and Act as switches you into one of them. Return to your account brings you back. Logging out clears the switch, so the next person to sign in lands on their own account.
Still have a question?
Our team answers in the thread. Ask us anything about your account.