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Using Privyr with a Team

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Introduction

You can create team accounts in Privyr to coordinate on leads and manage clients across multiple people on your team.

Once you invite your colleagues to your team, you can set up lead assignment rules to automatically assign new leads in a round robin distribution, or leave leads unassigned so that everyone gets an alert and whoever is free can claim and respond to the lead.

You’ll also be able to set permissions for each team member to control the types of clients they have access to view. For example, some team members may be able to view all clients across the team, while others may only have access to view the clients that are assigned to themselves.

Admin accounts have full control over their team and data, and can invite, change permissions, or deactivate team accounts at any time.

Inviting Team Members

You can invite people to your team on Privyr via the following steps:

  1. On Privyr Web, go to your Team > Team Members tab
  2. Click + INVITE NEW MEMBER
  3. Enter the Name and Email Address of the person to invite, and select the permissions to grant them:
    • View Client Permissions
      • Clients assigned to themselves: Users will always be able to view and act on clients that are assigned to themselves.
      • Clients assigned to others: Allow user to view clients that are assigned to other team members. This also allows the user to assign and/or reassign clients to themselves or their teammates.
      • Unassigned Clients: Allow user to view and claim clients that are unassigned (e.g. clients not assigned to anyone yet).
    • Add & Edit Content
      • Allow user to add and edit content (messages, files, pages) for the team.
    • Add & Edit Groups
    • Delete Client Permissions
      • Allow user to permanently delete clients from the team. This can only be done for clients that are currently assigned to themselves.
    • Manage Team Members Permissions
    • Manage Integrations Permissions
  4. Click on SEND INVITE to send the invitation via email

Once you’ve invited your team member(s), they’ll receive an email prompting them to download and log into the Privyr app to activate their account. You can view the status of your invitations on your Team Members dashboard.

  • If a user’s status is ‘Invite Sent‘, it means they have been sent the invitation email but have not logged in to activate their account yet. You can click the ‘…’ on the right side of the table and choose to Resend Invite or Cancel Invite.
  • Once a user has logged in and activated their account, their status will appear as ‘Active‘

Note that billing for team accounts starts once they have been activated. However, if you’re still on free trial and/or are not subscribed, you won’t be charged for any accounts until your free trial ends and you subscribe to Privyr. View more details under Billing for Team Accounts.

Managing Team Members

Your Team Members dashboard shows all users on your team, including those that are invited, active, and deactivated. Admin accounts have full control over their team and data, and can invite, change permissions, or deactivate team accounts at any time.

  1. To invite a new team member, tap on the + INVITE NEW MEMBER button
  2. If a user’s status is ‘Invite Sent‘, it means they’ve been invited via email but have not logged in to active their account yet. You can click the ‘…‘ and choose to Resend Invite or Cancel Invite.
  3. If a user’s status is ‘Active‘, you can click the ‘…‘ and choose to Edit Permissions or Deactivate Account.
  4. If a user’s status is ‘Deactivated‘, you can click the ‘…‘ and choose to Edit Permissions or Reactivate Account.

Team Member Permissions

You can view the permissions granted to a team member on your Team Members dashboard, under the PERMISSIONS column (A). To edit the permissions of a user, click on ‘…‘ then ‘Edit Permissions‘ (B).

When inviting or editing a team member, you’ll be able to grant or revoke permissions to view and delete certain types of clients, as well as to add and edit Content and Groups.

  • View Client Permissions
    • Clients assigned to themselves: Users will always be able to view and act on clients that are assigned to themselves.
    • Clients assigned to others: Allow user to view clients that are assigned to other team members. This also allows the user to assign and/or reassign clients to themselves or their teammates.
    • Unassigned Clients: Allow user to view and claim clients that are unassigned (e.g. clients not assigned to anyone yet).
  • Add & Edit Content Permissions
    • Allow user to add and edit content (messages, files, pages) for the team.
  • Add & Edit Group Permissions
  • Delete Clients Permissions
    • Allow user to permanently delete clients from the team. This can only be done for clients that are currently assigned to themselves.
  • Manage Team Members Permissions
  • Manage Integrations Permissions

VIEW CLIENTS
Team members will always be able to view clients that are assigned to themselves. Depending on their permissions, they may also be able to view clients assigned to other team members, and/or unassigned clients (e.g. clients that aren’t assigned to anyone yet).

If a user has permissions to view clients assigned to others and/or unassigned clients, they can access the Team tab to view clients by assignment status, and adjust their Team View Setting to only show certain types of clients in their Privyr app.

CONTACT AND UPDATE CLIENTS
A team member will only be able to contact and update clients that are assigned to themselves. Similarly, clients can only be contacted and updated by the team member that is currently assigned to them (even if other team members have permissions to view the client).

This ensures that only one team member is acting on a client at a time, preventing accidents where multiple people are trying to contact or update the same client at the same time. If you want to contact or edit a client that is assigned to someone else or unassigned, you’ll need to assign the client to yourself first.

ASSIGN CLIENTS
Team members with permissions to view ‘clients assigned to others‘ also have the ability to assign and/or reassign clients to themselves or other team members.

Team members with permissions to view ‘unassigned clients‘ have the ability to claim the client by assigning it to themselves.

If a user only has permissions to view clients that are assigned to themselves, they won’t be able to assign, reassign, or claim any clients.

ADD & EDIT CONTENT
If a user has permissions to ‘add & edit content‘, they’ll be able to create new and edit existing content (messages, files and pages) that can be viewed and used by all members across the team. Note that only the admin will be able to delete content.

ADD & EDIT GROUPS
If a user has permissions to ‘add & edit groups‘, they’ll be able to create new and edit existing client groups that can be viewed and used by all members across the team. Note that only the admin will be able to delete groups.

DELETE CLIENTS
If a user has permissions to ‘delete clients‘, they’ll be able to permanently delete clients from the team. However, they can only delete clients that are currently assigned to themselves.

If you need to delete a client that is assigned to someone else or unassigned, you’ll need to assign the client to yourself first before deleting.

MANAGE TEAM MEMBERS
If a user has permission to ‘manage team members’, they’ll be able to add or invite team members, cancel outstanding invitations, activate or deactivate team members, edit permissions for any team members, and manage the team’s lead assignment rules.

However, team members cannot edit the admin account’s permission nor deactivate the admin account.

MANAGE INTEGRATIONS
If a user has permission to ‘manage integrations’, they’ll be able to configure lead source integrations, manage lead distribution rules, and import or export clients from CSV.

COMMON PERMISSIONS FOR TEAM ACCOUNTS
Certain actions are always allowed or disallowed for team member accounts, regardless of their permissions.

All team members are able to add new contacts, access and send content (e.g. files, messages, and pages), and use client groups.

However, only the admin account will be able to delete content and client groups, and manage account billing.

Team View Setting

If a user account has permissions to view clients assigned to others and/or unassigned clients, they can adjust their Team View setting to only show certain types of clients in their Privyr application, via the following steps:

  1. Go to your Account tab
  2. Tap on Team View
  3. Select the types of clients you wish to show or hide
  4. Click SAVE

The Team View setting will not be available for accounts that only have access to view clients assigned to themselves, since they don’t have permissions to view any other types of clients.

Team Tab

If a user account has permissions to view clients assigned to others and/or unassigned clients, they’ll be able to access the Team tab in their Privyr app. This lets them quickly view clients that are assigned to themselves, unassigned clients, and clients assigned to each team member (depending on their permissions).

You can also quickly bulk assign or reassign clients from the teams tab.

  1. Go to your Clients tab
  2. Tap the Team tab
    • Note that this tab won’t be available for accounts that only have access to view clients assigned to themselves
  3. Tap the Team Member or Unassigned to view the respective clients
    • Note that the options available for a user will depend on the permissions granted to their account
  4. Tap on Options to quickly select and reassign some/all clients to someone else

Note that the Team tab is not affected by the Team View setting.

Automatic Lead Assignment

You can configure Privyr to automatically assign new leads from your lead sources to your team members, or leave leads as unassigned so that they can be claimed by whoever is available. This lets you control who will receive alerts for new leads, as well as who can view and act on those leads.

Automatic Lead Assignment rules apply to new leads received across all your lead sources, such as your website, Facebook Lead Ads, Google Ad Lead Forms, and other integrations like Zapier. You can also create Advanced Lead Assignment Rules to assign leads based on specific criteria such as by Facebook Page, Facebook Lead Form, or all Facebook Leads.

You can manage your Lead Assignment rules via the following steps:

  1. Go to your Lead Assignment Dashboard by clicking on Team > Lead Assignment on the Privyr desktop site
  2. Select what happens whenever a new lead is received:
    • Leave Unassigned will leave all new leads as unassigned. This will send new lead alerts to all team members with permissions to view unassigned clients. The first person to view and claim the lead will be assigned to it.
    • Automatically Assign to Team Member(s) will assign leads to selected team members in a round robin distribution, so that each member is assigned a single lead in each round. Only the assigned team member will receive an alert for each new lead.
  3. If you selected Automatically Assign to Team Member(s), you can toggle Assign Leads next to each team member’s name to include or exclude them in the round robin distribution.
    • You can also change the LEADS/ROUND column to change how many leads each team member should receive per round (up to 5 leads per round).

Advanced Lead Assignment Rules

You can create advanced rules to assign leads to team members (or leave them unassigned) based on specific criteria such as by Facebook Page, Facebook Lead Form, all leads from a specific lead source, or custom fields. As an example, you can set up the following rules:

  • For leads from Facebook Form X, leave them Unassigned
  • For leads from Facebook Page Y, distribute in round robin between Team Members A, B, C
  • For all leads from Elementor, assign to Team Member D
  • When a lead’s preferred_contact_method matches WhatsApp, assign to Team Member E
  • For all other leads, leave them Unassigned

You can create Advanced Lead Assignment rules via the following steps:

  1. Go to your Lead Assignment Dashboard by clicking on Team > Lead Assignment on the Privyr desktop site.
  2. Tap on ADD NEW RULE at the bottom of the page.
  3. Select your Rule Criteria (e.g. by Facebook Page, by Facebook Lead Form, All Facebook Leads, or Custom Fields).
  4. Configure how you want leads matching this rule to be assigned (e.g. assigned to specific team members, left unassigned).
  5. Click on CREATE RULE once done. You’ll see your list of rules.
  6. You can add more rules by tapping on ‘+ Add new rule’ and following the same process.
  7. You can view and edit a rule by tapping ‘…’ on the right side of the table. You’ll have options to view rule, edit rule, or move the rule up or down.

Note that rules will run in order from top to bottom, and only the first matching rule for each lead will apply. The default rule is always last and will apply to all leads that don’t match any other rules.

Assigning and Reassigning Clients

If a user account has permissions to view clients assigned to others, they’ll be able to assign clients to anyone else on the team. When client(s) are assigned, the newly assigned team member will receive an alert on their Privyr app to inform them of the newly assigned client(s).

Note that team members can only contact and edit clients that are assigned to themselves, regardless of their permissions. This ensures that only one team member is acting on a client at a time, preventing accidents where multiple people are trying to contact or update the same client at the same time. If you want to contact or edit a client that is assigned to someone else or unassigned, you’ll need to assign the client to yourself first.

REASSIGNING A SINGLE CLIENT

When viewing the client details screen, you’ll be able to reassign the client to someone else via the following steps:

  1. Tap on Options
  2. Tap on Reassign Client
  3. Select a team member to reassign the client to
  4. Tap on CONFIRM

BULK REASSIGNING CLIENTS

You can reassign multiple clients at a time via the Bulk Actions feature on any list of clients. Just tap and hold on a client to trigger multi-select mode, then select the square icon with an arrow, or More Actions > Reassign Clients.

Note that on client lists other than the team tab, you can only select and reassign clients that are currently assigned to yourself.

Alternately, you can quickly bulk assign or reassign clients from your Team tab, even if they aren’t currently assigned to you.

  1. Go to your Clients tab
  2. Tap the Team tab
    • Note that this tab won’t be available for accounts that only have access to view clients assigned to themselves
  3. Tap the Team Member or Unassigned to view the respective clients
    • Note that the options available for a user will depend on the permissions granted to their account
  4. Tap on Options 
  5. Tap on Reassign some clients (to manually select which clients to reassign) or Reassign all clients (to reassign all clients to someone else)

Unassigned Clients

If you’ve configured your Lead Assignment rule to Leave Unassigned, all new leads will send new lead alerts to all team members who have permissions to view unassigned clients. The first person to claim the lead will be assigned to it.

If you have permissions to view unassigned clients and configured your Team View settings to show unassigned leads, you’ll see unassigned clients displayed on your client lists in a teal blue colour with the word ‘Unassigned‘ in the preview. You can also view all unassigned clients under your Team tab > Unassigned.

When viewing an unassigned client, you’ll have two options:

  1. CLAIM LEAD will immediately assign the client to yourself
  2. Assign to will let you assign the client to another team member

Note that once a lead has been assigned to a team member, it can be reassigned to someone else later on, but can’t be changed back to unassigned.

Deactivating Team Accounts

You can deactivate an account at any time to immediately revoke access and stop payment for that account, via the following steps:

  1. Go to your Team Members dashboard by clicking on Team > Team Members on the Privyr desktop site
  2. On the account you wish to deactivate, click on ‘…‘ then ‘Deactivate Account‘
  3. Once completed, the account status will be updated to ‘Deactivated‘

When a user’s account is deactivated, their access will be immediately revoked and they won’t be able to log into Privyr or access any data on the team. Billing for the account will also be immediately stopped.

However, any clients that were assigned to the deactivated user will still be assigned to their account, to ensure no information is lost. You can reassign some or all of these clients to other team members via the Privyr app.

REACTIVATING ACCOUNTS

If you wish to reactivate an account that has been deactivated, simply click on ‘…‘ then ‘Reactivate Account‘. Once an account is reactivated, it will appear as ‘Active‘ on your Team Member dashboard and the user will be able to log into Privyr again. This will also restart billing for their account.

Billing for Team Accounts

Billing for each account starts once a team member logs in for the first time to activate their account, and stops when the account is deactivated. Charges or credits will be pro-rated and added onto your next billing cycle. You can deactivate an account at any time to revoke access and stop billing for that account.

If you are currently on a free trial, you can invite unlimited team accounts and will not be charged for any team accounts unless you purchase a Privyr subscription. Billing does not start until your free trial ends.

Only active team accounts will be charged. You will not get charged for team accounts that have been invited but not yet activated.

You can view your active team accounts and team billing details via the following steps:

  1. Go to your Team Members dashboard by clicking on Team > Team Members on the Privyr desktop site
  2. Click on ‘View Billing Details‘ to view a full breakdown of the billing for your team
Updated on February 14, 2024