To give your employees access to the Com Portal and other PSAI tools, you'll need to add them as "Users" within the PSAI platform. For each new user you'd like to add, follow the instructions below.
There is a difference between users and external users in PSAI. If you would like to share lead information without providing PSAI login access, then you should add a new external user instead.
1. Go to "Users" Under Your Account
To add a new user, click "Account" in the bottom left-hand corner of your PSAI admin portal. In the pop-up panel, click "Users" under the "Team" category.
2. Click the Plus(+) Button
On the Users page, click the blue plus sign (+) button to add a new user.
3. Complete the User Details
On the individual User page, fill in the information for that user as shown in the GIF below.
Below is further explanation of these sections.
User Information (Top Panel)
The top section is fairly self-explanatory and includes the following fields:
- Full Name
- Title
Access (Middle Panel)
The middle section, titled "Access," allows you to set that user's access level within PSAI. As shown below, you can get very granular with the features that you'd like to grant or restrict access to.
When setting your user's access level, you can create and save custom roles based on how your staff needs to use PSAI. Learn more about creating custom user roles here.
PSAI has one default user role called "Admin," which has access to all features and cannot be deleted. To ensure that your staff maintains proper access at all times, at least one PSAI user must be assigned to the "Admin" role.
Profile Image (Bottom Panel)
While the profile image is optional, we do recommend uploading one if this PSAI user will ever interact with leads via chat. A profile picture serves two benefits:
- It will help homeowners understand when the chat has switched away from Gia and to a real live person.
- It will make your representatives (and your company!) feel more relatable and personable.
4. Save Your Changes
Once you're done, click "Save" to save your changes and complete the process. Don't worry—you can always change your users' settings later.
If you have more users to add, simply follow the same instructions above for each one.
5. Have Users Check Their Email
The first four steps are all you have to do from the admin side, but there is one more step for your PSAI users to complete.
Whenever you create a new user, PSAI will send them an automated email (to whichever email address you entered when you created the account). As shown below, this email contains a temporary password and a link to the PSAI login page.
Make sure that your users check their email and follow the instructions to complete the PSAI account set-up process.
The Users page allows you add new users and set their PSAI access level, but it does not allow you to change that user's lead notification settings. If you want to change who gets notified about quote forms, chat interactions, and other PSAI marketing apps, see our instructions on updating email lead notifications.