Who needs access to your Invoca account, and which permissions do they need? This article will teach you how to invite new users to your Invoca account, manage the permissions of existing users, and remove users who no longer need access. We’ll also go through a quick summary of each type of user role available in your Invoca account, along with recommended personas for each.
Adding, editing, and deleting users in your Invoca account requires special user permissions. To add users, you must have a Manager-level account or higher. To edit or delete users, or to add many users at once using a spreadsheet, you must be a Super User in your Invoca account.
Here's a quick table of contents to help you navigate this article:
There are two ways to add users to your Invoca account: you can add them one by one, or upload a spreadsheet to add many users at once.
That’s it! We’ll send an email to the email address you entered. The recipient will be able to follow the instructions in that email to log in and create a password to access Invoca.
Once you're finished, your Invoca account will get to work processing your spreadsheet. When it's done, you'll see a Successful notification in your notification center, and we’ll send an email to each email address you entered. The recipient will be able to follow the instructions in that email to log in and create a password to access Invoca.
To change the role of a user in your Invoca account, edit their personal information, or remove a user, you must be a Super User in your Invoca account. Again, you can edit and delete users one at a time, or use a spreadsheet to manage many users at once. As a reminder, before following these steps, make sure you're navigating Invoca at the appropriate platform level for the users you wish to manage.
Once you're finished, your Invoca account will get to work processing your spreadsheet. When it's done, you'll see a Successful notification in your notification center — letting you know the changes you made are finished.
You can set each user in your Invoca account at one of five different levels of user permissions. The most common user roles are Observers and Super Users.
Here’s an overview of the different user roles, as well as an ideal persona for each user, and a detailed matrix of each action users of each role can take in your account. Keep in mind that each user level in this list also includes all privileges for each role above it.
Here’s a detailed overview of every single account permission available to each user role in your Invoca account:
|Action||Filtered Reporting Users (Network only)||Reporting Users||Observers||Members||Managers||Super Users|
|View transaction reports||✓||✓||✓||✓||✓||✓|
|View Signal results in reports||✓||✓||✓||✓||✓||✓|
|Listen to call recordings and read transcripts||✓||✓||✓||✓||✓||✓|
|Edit their own user settings||✓||✓||✓||✓||✓||✓|
|Can be created & managed via SAML SSO||X||✓||✓||✓||✓||✓|
|Access and view all of my Network's calls in reports||X (can only view calls/data user is mapped to)||✓||✓||✓||✓||✓|
|View all organization reports||X||X||✓||✓||✓||✓|
|See all other users in your account||X||X||✓||✓||✓||✓|
|View and edit integrations||X||X||X||✓||✓||✓|
|Act on behalf of Profiles and Publishers (Network only)||X||X||X||✓||✓||✓|
|Edit campaigns (Profile only)||X||X||X||✓||✓||✓|
|Accept or reject campaign applications (Profile only)||X||X||X||✓||✓||✓|
|Apply to campaigns (Publisher only)||X||X||X||✓||✓||✓|
|Manage promo number assignments and creatives for campaigns (Publisher only)||X||X||X||✓||✓||✓|
|Edit company profile (Publisher only)||X||X||X||✓||✓||✓|
|Send and delete invitations for other users in your account to be Members or Managers||X||X||X||X||✓||✓|
|Create, edit, enable, and disable Signals||X||X||X||X||✓||✓|
|Pull a newOAuth token to authorize third party access to Invoca data via API||X||X||X||X||✓||✓|
|Move promo numbers between different campaigns||X||X||X||X||X||✓|
|Delete promo numbers from your account||X||X||X||X||X||✓|
|Send and delete invitations for other users in your account to become Super Users||X||X||X||X||X||✓|
|Change user roles and edit account settings for other users in your account||X||X||X||X||X||✓|
|Delete other users in your account||X||X||X||X||X||✓|
|Approve profile and publisher applications (Network only)||X||X||X||X||X||✓|
|Create new profiles and publishers (Network only)||X||X||X||X||X||✓|
|Manage customer feedback (Network only)||X||X||X||X||X||✓|
|Change Two-Factor Authentication settings for your entire network (Network only)||X||X||X||X||X||✓|
If your organization uses Invoca for Sales as well as for Marketing, access to your Sales or Marketing features is determined through a license type — called either a Sales license or Marketing license, respectively. If you've purchased both Invoca for Sales and Invoca for Marketing, while creating or editing a user, you can use the License Type checkboxes to give that user one or both licenses.
Here's a list of which Invoca features are granted by each license type: