The Admin Dashboard is located in the left sidebar of the main Coverflow Dashboard. Admins can manage teams and users via the User Management page within the Admin Dashboard,
If you believe your user should have Admin privileges, please request access by emailing us at [email protected].
How to Invite Users
You can invite users to join your agency within the User Management section of the Admin Dashboard. From there:
Click +Invite Users button in the top right corner of the User Management page.
Enter the emails of the users you'd like to invite and click Invite.
Note: You can invite multiple users by pasting comma-separated email addresses.
The user will receive an email from [email protected] inviting them to join your Coverflow account. The email subject is "You have been invited to Coverflow!" and includes a signup link and instructions on how to join.
For more information and a step-by-step video tutorial, check out this article.
How to Create a New Team
Agencies can create teams to organize users into via the User Management page in the Admin Dashboard. These teams can represent agency teams, regional offices, or job functions within your company.
Once users are organized into teams, features like Client Sharing become available between members of that team.
To create a new team:
Click the +Create Team button in the top right corner of the User Management page.
Enter your team name in the text box.
Click the Add Team button to confirm the action.
You can now view your team in the Teams section of the User Management page.
How to Add Users to a Team
Users are organized in the General team by default, but you can move them into new teams from the Users tab in the User Management page. To do so:
Find the user you would like to edit.
Click the dropdown menu in the Teams column and select the team you want to move the user to.
Note: You can also enable Admin access for users by updating the Admin option to true.
The user is now organized in the team you've selected.
You can also move users to specific teams in bulk by:
Select the checkboxes to the left of the users' name.
Click the Assign to Team button to the right of the search bar.
Select the team you want to add the users to and click Assign to team.
The users are now organized in the team you've selected.