Who can use this feature?
Owners
Important Notes
If an organizational user is given access to an agency, they'll have access to all categories in that agency. If additional categories are added in the future, the user will not have access to the new categories by default.
The account information will be listed in this section. Unless the account includes unlimited members, there is a limited number of user licenses, including a set number of Owner's licenses. Additional licenses can always be purchased for the account if needed, to add additional members. Contact your Customer Success Manager for pricing.
Add a Member
Navigate to the Profile menu, then select Manage Organization
Select the Members tab
Click New Member
Complete the new member fields
Avatar: Upload a photo for the member's profile.
Note:
We recommend a square image for an avatar. In addition, please note that we convert the avatar to 150 by 150 pixels. We recommend uploading this specific size.
Email: Add the user's email address.
Notes:
If the email doesn't have a SeeClickFix 311 CRM account, we will send them an email to create one.
If the user email already has a SeeClickFix 311 CRM account, the Display Name, Default Language, and Default Time Zone will automatically populate based on their account details. The user will need to accept the invite to your organization before these fields can be edited.
First and Last Name: Enter the first and last name for the user.
Note:
If a user with the same email address already exists in the SeeClickFix 311 CRM system or in Authentication, then the first and last name fields will become hidden. These fields will be filled with the existing information in that user’s profile. If the user has not yet logged into SeeClickFix 311 CRM, then the public display name will be used temporarily for the first and last name.
Display Name: This is the name that will appear publicly to residents. This can be changed by the user at any time.
Handle: This is an internal name that can be used to "tag" other users in an internal comment. This allows users to easily ask a question or loop in another member of the team on a Request. Once created, the handle cannot be changed.
Default Language: Our system can be translated into multiple languages. However, this translation only applies to content generated by our system. In other words, this will not translate any user-generated content.
Default Time Zone: Select the time zone for the member.
Organizational Role: Select a role from the list. For a more detailed description of members' roles, see our guide.
Owner
Manager
Internal Personnel (this role is only available for organizations with the Work package turned on)
Requester (this role is only available for organizations with the Work package turned on)
Category Restrictions: Choose if you wish to restrict member access by request category.
Click Add Member
Edit a Member
An owner of an organization can edit the avatar, role, display name, language, and time zone of existing members (a pending member cannot be edited). On the member edit page, an owner can also see the requests and work orders assigned to each member, broken out by status, and the member's auto-assigned request categories.
Navigate to the Profile menu and select Manage Organization
Select the Members tab
Click Edit (paper and pencil icon) next to the desired member
Make any desired updates
Avatar: Upload an image for the member to be used. We recommend a square image for an avatar. We convert the avatar to 150 by 150 pixels. We recommend uploading this specific size.
Display Name: Edit the display name of the member.
Role: Set the role of the member.
Handle: To edit an existing handle, please contact Support.
Default Language: Choose a default language from the drop-down.
Default Time Zone: Select the appropriate time zone for the member.
Category Restrictions: Choose to restrict member access by request category.
Note:
Within each member's settings, there is an option to restrict which categories and/or agencies a member has access to. Granting access to an entire agency will include access to categories added to that agency in the future.
Select Save Changes
