Creating and Managing Organizations

Step 1:

  • Your existing users are displayed under “Users“ tab.
  • Here you can manage the organizations and create new ones.
  • You can filter the user list and export a report.
  • You can click “Dashboard” to go to that organization’s dashboard to create more users in that organization and manage it.

Click here to learn more about the organization dashboard.

 

Step 2:

  • To create a new organization, click “New Organization”.

  • Fill out the form to create your new organization and its owner’s account and click “Create Organization” button.
  • You will see two options for “Payment Status”:
    • Trial User: These organizations will not be charged.
    • Reseller Managed: 11Sight will bill you for these organizations.

 

Step 3:

  • To edit a new organization, click “Edit”.

  • Here you can edit the organization’s “Name” and “Max User Count”.
  • You can use the CRM fields to organize them for your reporting purposes.
  • You can enable or disable call recording, caller validation and ADF emails.

 

Creating and Managing Individual Users

Step 1:

  • Your existing users are displayed under “Users“ tab.
  • Here you can manage the users and create new individual users – individual users do not belong to an organization.
  • You can filter the user list and export a report.

 

Step 2:

  • You can “Edit” a user.

  • “Set Inactive” a user to disable their account.
  • “View User” to see that user’s account details.
  • You can also see a user’s “Profile” or view their “Calls”.

 

 

Step 3:

  • To create a new individual user, click “New User”. Individual users do not belong to an organization and they don’t have access to organizational features.

  • Fill out the form to create your new user and click “Create User” button.
  • You will see two options for “Payment Status”:
    • Trial User: These users will not be charged.
    • Reseller Managed: 11Sight will bill you for these users.

 

Using the Reseller Dashboard

Dashboard:

  • Click “Reseller Dashboard” on the top menu of your dashboard to access your reseller dashboard.
  • In the “Dashboard” tab you will find call statistics of your organizations. This will give you an idea about the usage of each organization.
  • You can filter by date and export a report.

Users:

  • Your existing users are displayed under “Users“ tab.
  • Here you can manage the users and create new individual users – individual users do not belong to an organization.

Click here for a detailed information about user management.

 

Organizations:

  • Your existing organizations are displayed under “Organizations” tab.

  • Here you can manage the organizations and create new ones.

Click here for a detailed information about organization management.

 

 

Calls:

  • Here you can see the calls of any user.

 

Promo Codes:

  • If you have promo codes created for you by 11Sight, you will find them here.

  • There are three types of promo codes:
    • Trial: These codes create a trial user, no payment information required.
    • Paid: These codes are used to give discounts, payment information will be asked and the user will directly be charged by 11Sight.
    • Reseller Managed: As a reseller, you will be charging the user. 11Sight will bill you.
  • These promo codes can be used at https://app.11sight.com/user/sign_up.