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Manage users & teams

Follow this steps to invite your teams on Modjo.

Celeste avatar
Written by Celeste
Updated over a week ago

Prerequisite: You must have an admin/manager role.

Create a new user

Manually

Under Settings > Users, click on "Add user".

Fill in all the information:

  • Professional email

  • Choose a team (you can select a default team or create one of your own).

Select the role of your new users, you have 3 options:

  • Admin: they'll be able to manage the roles and the subscription to add licenses.

  • Manager: it allows to manage roles but not to manage the subscription. This role suits your managers.

  • User: it allows to access all calls in Modjo. This role perfectly suits your reps.

If you want to limit the access of users to certain calls, you'll have all the information here.

For the License, you have two options:

  • Listening - Free: it's well-suited for users who just want to listen to calls.

  • Recording - Premium: it's the one that all your reps need to record calls.

Link the integrations of your users using their email addresses.

Click on "Save". The newly created user will receive an email to start using Modjo.

Mass Import

Under Settings > Users, click on "Upload users".

1) Click on "Download template" in order to retrieve the example file for the users import.

2) Fill the example file with lines following the formatting rules below :

Email

First Name

Last Name

License

Role

Team ids

Language

First Name

Last Name

true or false

user or manager or admin

Team IDs separated by commas

fr-FR or en-US

3) Choose the file to import.

4) Click on "Import".

Create a team

Under Settings > Team, click on "Add a team".

Select the users you want to add to this new team.

Click on "Create Team".

Modjo's API allows you to manage your Teams and Users on Modjo automatically.

Please refer to the API documentation for more information.

Teams Management - Get Modjo Teams

Retrieve Modjo teams.
Easily access information about different teams within your organization.
Useful for administrators to oversee team structures and configurations.

Users Management - Get Modjo Users

Retrieve Modjo users in a paginated format.
Gain insights into user profiles and permissions.
Useful for administrators to manage user access and permissions efficiently.

Create Modjo Users
Easily create new Modjo users from a list of email addresses.
Specify additional properties for each user as required.
Ideal for onboarding new users and expanding your team’s capabilities.

Delete Modjo Users
Remove Modjo users from the system based on their user IDs.
Helps in maintaining an updated user database and ensuring compliance with data privacy regulations.

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