What is it?
Indio Admin access allows you to manage your agency’s users on the platform.
Key Changes:
Note as of February 2025, there are now more granular roles and permissions for editing and creating agents.
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, edit/view the security permissions of existing agents/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. Clicking on it will open a modal requesting the information needed to create an agent. Similarly clicking on an existing user will open the modal to view/edit their current security permissions.
First you will need to select their user type:
Standard Agent: This user type by default has access to client accounts assigned specifically to them, plus the accounts they create.
Enterprise Admin: This user type by default has access to all client accounts and all the application features.
After providing the new user’s basic information, you will need to select their account access level. There are three different access levels within Indio:
Assigned Accounts: Selecting this grants full editing access only to client accounts that are assigned to the agent or created by the agent.
Regional Accounts: Selecting this grants full editing access to client accounts within their associated region(s).
Agency Accounts: Selecting this grants full editing access to all client accounts for their entire agency.
Under Optional Permissions, define what actions an agent will have access to:
Agency Management / Global
Edit Agency Details
Add/Edit Team Members
Add/Edit Region
View Reports
Add/Edit Schedule Templates
E-signature Templates
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 support@useindio.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.