Notify admin to add an account
Updated
In this article we will look at the steps to notify admin to re-add a deactivated account.
Steps to Manage Permissions for Account Deactivation Notification Bar
Click the New Tab icon
. Under the Platform Modules, click All Settings within Listen.
In the Platform Settings window, either select Workspace Roles or Global Roles within Manage Workspace and Manage Customer, respectively.
In the Roles (Settings) window, click Create Role in the top right corner to add a role.
In the Create New Role window, fill in the following details:
Enter a Name to identify the role (ex: Marketing Team, Customer Care Team) and an optional Description for the role.
Under the Users and User Groups section, select the Assigned Users and Assigned User Groups from the drop-down menu.
Under the Role Permissions section, search and select the Account Notify Admin Bar View permissions.
Click Save in the bottom right corner to define roles and permissions for any user.
Tip: Permissioning User Groups can be a great way to assign multiple users on your team to a role quickly. When a user gets added (or removed) to a group, that user will automatically have all the permissions assigned to the group. |
Once the permissions for the Account Deactivation Notification Bar is enabled in your environment, then the notification bar is shown at the top of Engagement Dashboards to notify users about all deactivated accounts the user has access to. There will be two CTA buttons available for the user:
Re-Add the accounts via accounts settings window.
Notify Admin via email and UI push notification.
Internal Note DP Details: ACCOUNT_NOTIFY_ADMIN_BAR_ENABLED |
To ensure that you don’t miss any opportunity to engage with your customers, we are making some account governance updates generally available - users of the engagement dashboard will view a notification bar at the top highlighting recently deactivated accounts (within the past 30 days). On clicking the notification, user will either be prompted to re-add the accounts if they have the necessary permissions or to notify the account owner/admin for the same.