Ally allows you to create as many users as you want. After creating them, you can edit details such as name, role, email, password, office, and email signature.
STEP 1 - Access
Click on the Profile Picture Icon in the upper-right corner > Settings > Users.
STEP 2 - Creating a New User
Click the green button "New User".
Fill in the following details:
User Name: The name that will identify this user in the system.
Email: The user's email address.
Password: Set a password for the user to access Ally.
Select Office: If you have more than one office, select which office the user belongs to.
Select Role: Each role determines the user's level of access to settings and actions in the system.
(Click here to learn more about roles.)
Click "Save".
STEP 3 - Editing a User
After creating a user, click the blue icon to view details and edit the user’s preferences.
User Information: Edit the details defined during registration and add an email signature.
User Data: View details like creation date, last access date, and the number of leads assigned to the user.
Block Login: Temporarily disable the user’s access to the system. This action can be reversed by any Admin.
Deactivate: This is irreversible. The system will request the transfer of leads to another active user and disable the login for this user.
If you still have questions, please contact support or reach out via WhatsApp.