What is it?
Indio Admin access allows you to manage your agency’s users on the platform.
Benefits of the feature:
This provides Admins the ability to carefully manage their agency and ensure that each user has the appropriate access level for their clients.
How to use the feature:
First, click on the “Team Management” option under the “Admin” dropdown menu:
After clicking on the Team Management tab you will be taken to a screen where you can view (1) Active Agents, (2) Pending Invitations, and (3) Deactivated Agents.
On this screen, you have the ability to deactivate users, reset users’ passwords, resend pending invitations, reactivate archived users, and create new agents/users.
On the top right-hand side of this screen, you will see a button that reads “Create Agent” which allows you to add additional Indio user(s) for your agency.
After providing the new user’s basic information, you will need to select their access level. There are three different permission levels within Indio:
Employee: Can only view clients they are specifically assigned or created.
Manager: Can view all clients within the agency portal regardless of whether or not they are assigned to the client. Note that you can only see clients within your specific region.
Admin: Can view all clients of the firm and also has the ability to add, remove, and manage other users within the portal. Admins also have the ability to access templates, reports, and the integration panel.
Still have questions? Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email email@example.com.
Note: The Indio Technologies platform is most optimized on browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.