Adding Your People
Add Point Callers, Closers and Admins, send their logins, and set goals.
The Three Roles
Point Callers work the accounts assigned to them: calling, notes, skip info and status changes.
Closers can do everything a Point Caller can, plus Take Payment and Letters. They see every account in the queues, and get Assign work, Payments and Reports on the dashboard.
Admins see everything, including Users & teams, imports, settings, hours and billing.
Importers only see Import/Export: loading new placements and exporting debt. Good for someone who handles your files but shouldn’t see payments or settings.
Add a Person
- Dashboard → Users & teams.
- In Add a person, type their name and email, pick their role and (optionally) a team.
- Click Add and send their login. They get an email with a link to set their password.
- The screen also shows the login link with a Copy button, so you can text it to them if the email doesn’t arrive. Treat that link like a password: it works once.
- No email yet? Add them anyway, then type their email in the table and click Send login later.
- Your plan includes 3 users. Adding more raises your bill by $39/month per user (Billing page).
Goals, Pay Type and Teams
In the Users & teams table you can set each person’s Team, Pay type (Hourly, Salary or Commission) and Monthly goal. Changes save as soon as you click out of the box. The monthly goal shows as a progress bar on that person’s work screen.
Removing Someone
Untick Active to turn off a person’s access. Their notes and payment credit stay. Remove only appears for people who never got a login; their accounts become unassigned.