In this article we cover:

Adding new users - for Podio Users

To add new users, go to Admin and select Users from the menu.

From the Users subsection of the Admin Panel, you can click on the green "Invite User" button in the upper right. This will pop up a small screen that gives you two options for inviting new users:

  • Invite user by Podio

  • Invite user by Email

Select to invite the person by Podio, and you can search in smrtPhone for users within your Podio workspace. When you find the right name, select it and click the Invite User button.

What people will see if you invite them to smrtPhone using Podio >>


Adding new users - for Salesforce / Left Main users

To add users to your account, you must first activate them within Left Main and then add them to your smrtPhone.

1) Activate smrtPhone CTI for your Users in Left Main

The first step is to grant your users access to smrtPhone within Left Main. This needs to be done manually within each individual user configuration. It’s simple to do; it just takes a series of clicks to get to the right spot.

  1. Go to SETUP in the upper right corner.

  2. Drill down on this path: USERS > USER > EDIT > CALL CENTER

  3. Once there, check off: SMRTPHONE CTI ADAPTER

2) Invite Left Main User to your smrtPhone Account

Each user you would like to have access to your Left Main smrtPhone account needs to have a smrtPhone user account. After activating their phone in Left Main, add them to smrtPhone.

  • Invite user by Salesforce

  • Invite user by Email

To add a user, go to your smrtPhone dashboard and to the Admin tab from the left navigation. Under the Users sub-section, click the green “+Invite User” button.

The system will automatically recognize that you are a Left Main / Salesforce user and prompt you to search for the user in Salesforce. Search for their name and click Invite.


Add New User by Email for Podio/Salesforce - Left Main Clients

It is possible to have a user of smrtPhone who does not have access to your Podio CRM system. We have a lot of clients who use virtual assistants (VAs) or part-time employees who don't need access to Podio or Salesforce, just to smrtPhone or smrtDialer. In this case, you can invite the user by email.

To add a new user by email, go to Admin and select Users from the menu.

From the Users subsection of the Admin Panel, you can click on the green "Invite User" button in the upper right. This will pop up a small screen that gives you two options for inviting new users:

  • Invite user by Podio/Salesforce

  • Invite user by Email

Toggle to "Email" and type their email into the form and Invite User.

Simply type in their email address and Invite the user. Keep in mind that a user invited via Email will not be linked in any way to your CRM, including call or SMS logs. These will be accessible for them only on their smrtPhone page.

Read about how to send an invitation via email >>

Read about the difference between inviting by Podio and Email >>


Setting a New User as an Administrator

It is possible to designate a new user as an Administrator from the Invite pop-up. Simply check the box in the form. Don't forget that Administrators have a lot of access and control over your smrtPhone setup. You can always invite a User and change their permissions later.


Resending or Revoking an invitation

Once a user is invited, you can see outstanding invitations under the Invitations Tab of the Users section. If you still want the User to join, but they can't seem to find their invitation, you can resend it. If you change your mind and wish to cancel their invitation, you can click the red "Revoke" button.

How to remove a user from your smrtPhone >>


Read more about:

Did this answer your question?