PSAI is designed to fit into your company's staffing preferences, workflows, and day-to-day operations, no matter what they look like. It's easy to ensure that your lead data goes to the right people—and only the right people—by granting or restricting the access that your PSAI users have.
Follow the instructions below to create a custom user role with the exact access restrictions you want.
This article assumes that you know how to add a new user to PSAI. If you don't, go back and start with our instructions on adding PSAI users.
1. Click "Add New" from the "User Role" Drop-Down Menu
From the User page, open the "User Role" drop-down menu. Then click "Add New" to bring up the "Create New User Role" panel.
If you want to set specific user permissions without creating and saving a new role, you can simply click "Custom" in the drop-down menu instead of "Add New." Then you can then check any boxes you'd like without saving these settings as a new role.
2. Define Your New User Role
Within the "Create New User Role" panel, first give your new user role a name at the top. Then choose the specific access settings you want by checking and unchecking the boxes under each feature/tool within PSAI.
PSAI comes with one default role called "Admin," which has access to all PSAI features and will maintain access as new features are released. If you are looking to add a user as an all-access administrator, please choose this pre-defined role instead of creating a new one. Note that your account must have at least one Admin role at all times.
Choose the Right Access Permissions
Setting the right user access permissions will not only make PSAI easier to use for your staff, but it will also ensure that your lead data is secure and thoughtfully shared with the people who need it. Here's more about what each of these user permission options means:
- Company: Give the user access to your various company settings, including financial information and administrative details.
- Marketing Manager: Allow the user to access the "Manage" tab of your PSAI admin dashboard, where you create marketing sources such as Quote Forms and Weather widgets to add your website.
- Weather Center: Let the user access the PSAI Weather Map to explore recent weather events and start a storm campaign. (Note: You don't have to grant access to the Weather Center for the user to be able to share weather reports! Any user with Com Portal access can share a weather return by email, chat, or SMS.)
- Communication Portal: You can grant access to all leads within the Com Portal or to a specific subset of leads. You can also grant or restrict access to predictive technology. (Learn more about the Com Portal in our guide.)
- Visual Quoter: Give the user access to log in to your visual quoter administration site, where they can manage and run video-based consultations.
Is the feature you want grayed out? There's built-in logic to the selection, so certain checkboxes are automatically inactive if they cannot be chosen. For example, a user who cannot view any leads also cannot view any predictive insights (as shown in the screenshot above).
Don't worry too much about choosing access permissions from the very beginning—you always update your PSAI users' settings later. If you decide that a certain custom role should have a different access level, then you can change it anytime.
3. Save Your User Role
Once you've chosen the right access for this custom user role, click "Save" to save your changes.
You can follow the same instructions above to create as many custom user roles as you like.
For instance, maybe you'd like a role for Sales, a role for Marketing, a role for Office Scheduler, and a role for Customer Support. It's totally up to you and your business needs. You can create all of your planned roles at once by repeating the steps above, or you can add each custom role on a case by case basis whenever you add new PSAI users.
All of the custom roles you create will be saved to your PSAI account, so you won't have to keep creating the same roles!