Users, Contracts, Roles, Teams, & Settings

Note: For a quick view into how the Users, Contracts, Roles, Teams, and Settings tabs work, click here for a page of VODs that describe all Admin capabilities in OneMob.

This article will cover Admin capabilities for Users, Contracts, Roles, Teams, and Settings.

Table of Content

• What is an 'Admin'?
• How do I add a user?
• Group Admin Tabs
  • Users Tab
    • Search for Users
    • Export User Reports
  • Contracts Tab
  • Roles Tab
  • Teams Tab
    • Create a Team
  • Settings Tab
    • Company Info
    • SMTP Settings (paid feature)
    • CRM Settings (paid feature)
    • Security

What is an 'Admin'?

The first person to create an account within an organization will automatically be given administrator privileges. An admin may give or take away administrator privileges from their teammates.

Admin capabilities can be found by clicking here or clicking Admin Panels in the menu on your left and selecting Group Admin. From here, you can manage your Users, Licenses, Teams, Tags, Logos and Admin Settings by selecting the appropriate menu tab.

If you do not see Admin Panels in the menu on your left, it is most likely that you are not an admin. If you are supposed to be an admin, contact your OneMob representative, or contact us at support@onemob.com and we will help you get in touch with your representative.

Adding Users

1. Go to the Users tab in the menu or click here
2. Click +Add Users on the top right
3. Choose whether to invite with default contract or assign a license from another existing contract
   - Note: If you have no licenses available you can invite them on a 1-week trial by choosing the first option.
4. Assign a Team and Role if you choose (optional)
5. Type in email addresses for users you want to invite in the Emails section. Separate each email address with a comma "," or semicolon ";" if inviting more than 1 person at a time.
   
6. Click "Save New Users" on the bottom of the page

Each new user will receive an email from member@onemob.com with a link to activate the account. As this is an automated email, it is recommended for users to check junk/spam folder in their email if they have not received activation link within 1 hour of being sent.

Users Tab

All users from your organization with a OneMob account can be viewed here, along with their email, last sign in, and the Team they belong to.

• Licenses can be assigned to users by selecting a contract from the drop down menu in the Licenses column.

• Search

  • Search for a user by typing in the user's email address. The search bar is located above the list to the left. Use the Filters and Sort options to refine your search.

• Export Reports Button

  • You can export a report of activities from all users, or a specific team, by clicking on the Export Reports button on the top right corner of the screen. Click here for more info about activities. 
  • Create a specified date range to export a report during that time period.
  • Click Export to create a report that will be sent to your email once ready.
    
    

Contracts Tab

This tab gives you a detailed view of your past license purchases. 

You can click Make Default for any existing contract. This will automatically assign a license from the selected contract for assigning to new users that login to OneMob within your organization (identified by matching email domain).

Roles Tab

This tab allows you to manage and create new Roles to control specific access to features for certain groups of users.

Create a new role by clicking on +New Role on the top right. Look below for information on what each toggle does.

Teams Tab

Teams are a way to manage and organize your OneMob content. Content shared with your team is visible to everyone on the team.

Creating a team will also create a new feed channel on the OneMob feed.

• New Team Button

  • New teams can be created by clicking on the +New Team button in the top right corner of the screen.
    
    
    
    You can click on a team to view the team’s members and their information, add a Team Leader, as well as the ability to edit members (add or remove members), and the option to delete a team. 

You may notice that when you click to view the members in a Team there is a section titled Manager. If you would like to have a more personalized feel, we offer the capability to have multiple individuals from each team be a Manager. A Manager for a Team has access to a comprehensive view of their team’s performance and/or an individual team member’s performance. Click here to learn more about how to create a Manager and how to take full advantage of the performance features.

Settings Tab

Admins are given the ability to set their Company Info, SMTP Settings (paid feature), CRM Settings (paid feature), Security. You can make these changes from the Settings tab found in "Admin Settings".

• Company Info

  • Company Name
    Your Company Name is what will be used to represent your organization. As default, we take our user's email domain as the Company Name. However, this may not be accurate for those with multiple lower level domains. Please note that this is used purely for us (OneMob) to identify who you are. No one else will see this. If the default Company Name we have provided is inaccurate, feel free to change your company name here. Click Save Changes once a change has been made.
  • Company Footer/Disclaimer
    Your Company Footer/Disclaimer when toggled ON will appear on all emails and pages for users in your organization. Click Save Changes once a change has been made.

• SMTP Settings

  • Toggle ON or OFF SMTP settings for your organization. Click Save Changes once a change has been made. Check out the appropriate article if you would like to set up SMTP for your company.
    • Gmail
    • O365
      

• CRM Settings

  • CRM Application
    • Use the drop down to select which CRM you would like to use. May only see one option if only one CRM was purchased. Click Save Changes once a change has been made. For more information about CRM click on the appropriate link below.
      • Salesforce
      • MS Dynamics
  • CRM Activity Types
    • Select which activities generated on your OneMobs you would like to be tracked back to your organizations CRM. Click Save Changes once change has been made.
      

• Security

  • If you would like for emails/links that are generated within your organization to automatically include an Expiration Date and/or Password toggle to ON the respective section. Once Save Changes is clicked please ask all users in organization to refresh their browsers. All emails/links will now automatically include an Expiration Date and/or Password. 
    
    
    • Expiration Date has an extra option where you can select to have the link/email expire within 7 days OR 14 days. Click on the time period that is currently there and a drop down will appear where you can select your option for the organization. Make sure to click Save Changes.
      
      
  • Want to see what an email/link would look like on the user and/or recipient end when either option is toggled to ON? Click here to do so.