Administrator access must be requested from the Customer Success Representative responsible for your account.
To better understand the access levels, see our article Access Levels at Zapper.
1. For the managers to have access:
Log in as an administrator to your Zapper account;
Click the SETTINGS tab, then click the USERS sub-tab;
Click Add and register the managers you wish to invite to your Zapper Control team by entering their name, email, and phone number, and specifying which group each manager will belong to:
1.2 Adding Managers in bulk
You can also add multiple Managers using a CSV spreadsheet via the “Import from CSV” option.
To do this, first export the current Managers spreadsheet using the “Export as CSV” option.
After downloading the file, open it in a spreadsheet program.
Below are detailed instructions on how to correctly fill in each column of the spreadsheet.
Spreadsheet Structure
The spreadsheet contains the following columns:
manager_email: Manager's email.
manager: Manager's name.
manager_phone: Manager's phone number.
manager_group: Group the manager will belong to.
After filling in all the fields, simply input the spreadsheet.
2. Removing Managers
If you need to remove a Manager that has been added to the platform, simply select the box next to this Manager's name and click on the REMOVE MEMBERS option.