Team Permissions

Below we've outlined the capabilities of each access level from most limited to full access. Broadly has three levels of access to the Broadly app:

• Member
• Manager
• Admin
• Updating Team Permissions

Member

• Contacts
  • Search for Contacts
  • Message Contacts for pre-service activities such as scheduling, appointment reminders and quote requests
  • Send Thank You and Follow Up messages
  • Disable Follow Up messages
  • Manage Contacts (Edit Only)
  • View All Contacts
  • View Recent Activity
• Add
  • Add Contact
  • Kiosk Mode
• Reports
  • Reviews
  • Team Scorecard (if you have Feedback requests enabled)
  • Quick link to the Broadly Dashboard
• Preferences
  • Edit Individual Profile Information
  • Manage Individual Notification Preferences
  • Switch between different business locations
  • Access to the online Broadly Support Center

Manager

In addition to Member access, Managers can:

• Contacts
  • Manage Contacts (Edit and Delete permissions)
• Add
  • Assign Assisting Team Member to the Contact or Customer
  • Add From File (For Desktop Only)
• Reports
  • Responding to Google reviews
  • View Invoices & Payouts report
• Preferences
  • Manage Web Chat preferences
  • Enable calls from desktop
• Campaigns
  • Create, send and view campaigns
• Dashboard
  • Responding to Google reviews

Admin

In addition to Manager access, Admins can:

• Settings
  • Add and Delete Team Members
  • Manage Team Member roles
  • View All Team Members and their Last Active Date
  • Manage Outbound Messaging for the Business (e.g. turn on or turn off SMS for follow-up messages)
  • Manage Data Sources and Business System Integrations
  • Manage Payments settings
• Dashboard
  • Manage team access

Updating Team Permissions

Only Admins have the ability in the Broadly App to edit, delete or invite other Team Members.

To edit or delete a Team Member:

1. Navigate to "Team" in the main left-hand menu.
2. Select "Manage Team."
3. Select the team member's name.
4. Select "Edit" in the top right of the screen.
5. Select the arrow for the drop-down menu below "App Role."
6. Select "Member," "Manager," or "Admin," depending on the level of access you wish for that team member to have. 
7. Make sure to select "Save" in the top right of the screen to save your changes 

Check out our article on Adding & Editing Team Members to explore how to make additional changes to your Team Members' info.