Please note: this article is intended for Dialogue account administrators.
There is no limit to the number of administrators that can be assigned to each organization.
Please note: that when adding an administrator, they will be granted full access to the information found in the portal. For the time being, we cannot assign a view-only access.
Add a new account administrator to your organization:
Log in to the Administrative Portal.
Click on the "Profile" tab on the left side of the screen.
Scroll down to the Admins section and click “Add” on the far right.
Enter their email address, first name, last name, and click on “Submit”.
An email notification will be sent to the new administrator informing them they have been added with details on how to sign in and use the Administrative Portal.
Remove admin access to an administrator:
Log in to the Administrative Portal.
Click on the Profile tab on the left side of the screen.
Scroll down to the Admins section
Find the person you want to remove and click “Remove”.
A pop up window will appear, asking you to confirm this action, click “Remove”.
If you have any questions please contact your dedicated Customer Success point of contact or clients@dialogue.co.