Subscribers
Subscribers are internal personnel actively using the platform.
Viewing and Editing Subscriber Profiles
Clicking on a subscriber's profile from the grid opens detailed information:
- Profile Information: View and edit subscriber details, including their name, job role, department, and direct contact information.
- Permissions and Groups: Easily manage permissions and assign subscribers to specific groups for controlled access.
- Communication History: Review a detailed log of all communications involving the subscriber, with direct playback and search options.
- Metadata and Notes: Add specific notes or metadata for individual subscribers, useful for internal tracking or context.
Adding a Subscriber
To add a new subscriber:
- Click the Add Person button.
- Select Subscriber.
- Enter required information such as name, role, email, and phone number.
- Define appropriate permissions and group assignments.
- Click Save to complete the process.
Multi-actions
Perform bulk actions across multiple subscribers:
- Select multiple subscribers from the grid by checking their respective checkboxes.
- Click the Multi-actions button.
- Choose actions such as bulk assignment to groups, bulk permission adjustments, or bulk tagging.
Grid customisation
Customise the grid for optimal visibility and usability:
- Hide columns: Click the eye icon on column headers to hide irrelevant columns.
- Reorder columns: Drag and drop columns to rearrange their display order.
- Resize columns: Adjust column widths dynamically by dragging column borders.