PSAI is designed to fit into your company's staffing, 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 permissions you want.
This article assumes that you generally 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.
For more information on these options, check out our article explaining the different user permissions.
For example, you might name your role "Field Reps" and then give access to the Weather Center and the Communication Portal. Or you might name your role "Virtual Quote Specialist" and only give access to Visual Quoter. It's completely up to you.
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.
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).
Choosing 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 and no more.
If you aren't sure what the different permissions really mean, read more about PSAI User permissions here.
PSAI comes with one default role called "Admin," which has access to all PSAI features and will maintain access in the future 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.
3. Save Your User Role
Once you've chosen the right permissions for this new role, click "Save" to save your changes.
Once you've created and saved your new role, it will now appear in the User Role drop-down menu, so you can assign it to other PSAI users easily.
Follow the instructions above to create as many custom user roles as you like.