To make collaboration easier, there are several access types in the Agency Portal.
Here you'll learn about the different roles and how to invite your team. You'll also find out all about our contact card, activity log and comment function.
Roles and permissions
In the Agency Portal, you have three different levels of permissions:
Role | Permissions |
Administrator | Access to settings (change appearance, invite users, connect heyflows to the portal, customize fields), view and edit entries |
Editor | See and edit entries |
Viewer | View only (no editing rights) |
Invitations
Once your portal has been created, you can immediately invite your team to collaborate or your customers to view applications or leads. This is how it works:
Click on "Portal Settings" in the upper left.
Go to the tab "Members".
Enter their email address and select their role in your portal
Click on "Invite" to send them an invitation via email.
Changes
You can change the roles of users in the portal at any time. This is how it works:
Click on "Portal Settings" in the upper left.
Go to the tab "Members".
Next to the person whose access you'd like to change, select a new role from the dropdown list.
💬 To change the owner of your Agency Portal or your organization, please contact your Customer Success Manager or our Support Team via the chat bubble.
Deletions
You can remove users from your portal at any time if they no longer need access. Removed users can be added again at a later date. This is how it works:
Click on "Portal Settings" in the upper left.
Go to the tab "Members".
Next to the person who you'd like to remove, click on "Remove".
Their access to your Agency Portal will be immediately deleted.
Contact Card
All entries in your portal have a contact card on the left which opens with a click to provide portal members with further information on their activity history. Here, you will find comments and can see who changed the status of the lead or applicant.
Comments
The comment function gives all members of the portal a good overview of all the team's individual comments. The e-mail address and time of writing provide further relevant information.
Activity Log
In addition to the comments, all changes in the status field are also documented in the contact card so that these activities can be tracked by all members.
