Connect Admin - Create Admin User

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Goal:

Allow an MPOC access to make changes in CallTower Connect

Add an MPOC/Admin in Connect:

Step 1

Sign into connect and browse to the appropriate customer account.

Step 2

Select the "Users" section from the menu.

Step 3

If this is an existing user that needs to be enabled as an MPOC then select the desired user. If a new user needs to be created then add a new user and during the creation change the user "Role" to MPOC. If the role wasn't changed during the creation then continue to follow the steps.

Articles for adding users:
CT Cloud/Cisco:
Article here
Microsoft:
Article here

Step 4

Select "User Settings" and then select "Roles and Types" from the drop-down.

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Step 5

Change the user role from "User" to "MPOC"

Step 6

Save

The MPOC is now enabled. Connect will sync with Salesforce to build the contact under the customer account there.

Video: