If you have multiple personnel in your organisation, you may wish to enable them to have access to your Purple Dog client account.
For example, you might like to have an accounts team have access to billing and a staff have access to support. Here's how to do that:
Types of Users
Let's briefly look at the types of users on your Client account. These are as follows:
- Account Owner: This is a singular person who has overall ownership of your client account and is the person who "signs the contracts" and has overall responsibility for the terms of our relationship. This person usually receives all communications, though it is possible to opt out of some of these and delegate them to others.
- Account Contacts: This role is reserved for Managers and Administrators, for example your accounts/billing person or the general manager / CEO.
- Account Users: This role is for staff within your organisation that you would like to allocate tasks (e.g. managing a project or opening tickets).
For each role, you may choose one or more permissions.
You can add, remove or change users from within your client account.