What is the difference between a manager and an admin user?
A manager is a regular user of ToltIQ.
An admin can add and delete users.
Can I enable 2-factor authentication (2FA)?
Yes (but it is optional). Select the User Icon
in the lower left corner of the screen, choose Manage account, and then select Security.On the Security page, select Add two-step verification.
How do I add new users as an admin?
Click on your company name in the lower left corner of your screen and click on the Gear icon
that says Manage.Select Members from the menu on the left.
Select Invitations.
Select Invite.
Type in the email address of the user you want to add.
Select the role of the user (Member or Admin).
Select Send Invitations.
How do I delete users as an admin?
Click on your company name in the lower left corner of your screen and click on the Gear icon
that says Manage.Select Members from the menu.
Select the box with three dots to the right of a user.
Select Remove Member.
How do I change default deal visibility?
Only admin accounts are able to set default deal visibility. To access your admin settings, go to the three dot menu in the bottom left corner of your screen, then click the Gear icon
. From here you will be able to set your default deal visibility to Firm-Wide, Private, or None.
What is the admin activity control feature?
Controls that distinguish between admin activities and user activities within the platform. Administrators can now configure specific permissions that determine what actions regular users are allowed to perform versus what remains restricted to admins only.
Where are these settings configured?
These controls are managed through System Settings. Admins access this section to define which settings users can modify and which remain admin-only.
What settings can be controlled?
Vaults and Deals.
How does the "public" setting work?
Only admins have the ability to set items as public by default. However, if an admin changes the permission settings to allow it, users will then be able to modify the public/private status themselves. Essentially, admins control whether this capability is extended to users.
Can you give an example?
For Deals: The public visibility setting defaults to admin-only control. An admin can change the configuration to allow users to toggle a deal's public status. Once that permission is granted, users can manage it themselves.