When Adding a New User as an Admin, the role that is selected directly relates to the functions and permissions that the user has access to. The ability to edit specific settings is different across the roles.
- User: this is the default permission for anyone who does not need to have the ability to edit the company settings
- Regional: for any regional team member that needs elevated permission but not full admin permission
- Admin: only for those who need to edit company settings
- Notification_Only: only for those who need email notifications and do not need to have the ability to edit company settings
- User_Manager: only for those who will create and deactivate users within WelcomeHome.
- Read Only: Users assigned this role can view data but cannot make any modifications.
Note:* Operators have the option to block/unblock Users from adding files to the Knowledge Center
Admin Overview:
Admins are users with additional privileges to manage and customize your WelcomeHome communities. Admins can perform all the functions that regular users and regionals can, in addition to Community Settings and Global Settings.
Edit Community and Global Setup from the dropdown in the top right corner:
In Global Setup, Admins can edit and add:
• Account Settings
• API Tokens
• Activity Results
• Activity Types
• Automations
• Care Types
• Care Reasons
• Community Groups
• Email Signature Templates
• Expected Move Timings
• Housing Contract Fields
• Integrations (Vitals, Yardi, Hubspot, etc.)
• Lead Sources (A Place for Mom, Caring.com, etc.)
• Message Templates
• Move Out Reasons
• Objectives
• Rack and Stack Metrics
• Relationships
• Sales Funnel Ratios
• Lead Scores
• Sales Stages
• Trait Categories
• Traits
• Trigger Events
• Users
In Community Setup, Admins can edit and add:
• Community Names and Address, Time Zone, etc..
• Floor Plans
• Privacy Levels
• Units
• Business Hours
• Call Settings (Enable/Disable Recording)