How to create Collaborators

Follow

With Retreaver you can share access to your account with your co-workers, publishers, and call buyers. Go to Settings>Users>Collaborators>+New Collaborator to create a collaborator from scratch, or just input an email when you create the Publisher or Buyer record.


Collaborators

new_collaborator-1.png

Inviting a collaborator.

Ask your collaborator to check their inbox for a Retreaver welcome email, then remind them to switch to your company from their Retreaver account to view the correct campaigns.

Add your Publishers as collaborators, and grant them access to a certain set of campaigns. They'll then be able to create phone numbers, and view information about the calls they generate in their call log. You'll be able to see what they're up to in the new activity log on your dashboard. Add your lead buyers as collaborators too, so they can monitor calls in real-time.

Superusers

Add your co-workers as superusers and let them access your Retreaver account. Do not share logins.

Configuring collaborator permissions

View our Modifying Permissions article to learn more about configuring your default collaborator permissions. 

Manage multiple companies

You are able to have more than one company on your account. Perfect for agencies, power-users, or resellers. You can easily create and manage multiple companies.

 

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.