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.