Many administrative actions are performed on the Company Dashboard of your account. To reach your company dashboard:
- Log into the HiHello Web App
- Select your admin profile
- Use the left side panel to go to your company dashboard:
On your Company Dashboard, there are several elements that will help you to manage your team:
By default, all team members are listed alphabetically by their account name. You can click the titles in bold above your users to sort them by EMAIL, STATUS, ROLE, or NUMBER OF CARDS.
You can assign an admin role to anyone on your team that you would like to have admin privileges within your admin account. You can find out more here:
You can also choose which team members have the ability to edit their cards and which do not. This setting can be changed by the account owner or admins at any time. To read more, please visit this guide:
Please note that you can also use templates to create cards that have a more nuanced approach to editing permissions. For example, you can create a card that allows a team member to edit their own name and job title, but not the company name or branding. You can learn more about templates here:
If a member of your team needs to change the name or email address of their account, they can follow the steps in these guides:
Please note that changing the account email or name will not affect the information displayed on any cards.
To update your company name or branding, follow this guide: