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.
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 sign (+)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. Email address and full name are required; title, access level, and profile image are optional.
The "Access" checkbox allows you to restrict access based on your users' needs. For example, finance might only need access to "Billing," while front office staff, sales, and customer support might only need access to "Com Portal" and "Marketing Manager." Restricting access can help keep your information secure and make things easier for your team by removing unnecessary functionality.
Don't worry—you can always change your users' settings later.
If the user you are adding will ever interact with leads via chat, then we recommend uploading a profile picture for that user. A profile picture serves two benefits: 1) it will help homeowners understand when the chat has switched away from Gia, and 2) it will make your representatives feel more relatable and personable.
4. Save your changes
Once you're done, click "Save" to save your changes and complete the process.
If you have more users to add, simply follow the same instructions above for each one.
To change which users are notified when leads come through your apps, you'll need to go to each specific marketing source and alter the notification settings there. You cannot change lead notifications from the User page as shown above. For more information, see our instructions on updating email lead notifications.