1. Log into CR2.0 (app.callrevu.com) with your CallRevu username and password
2. From the Home screen, click on your name in the upper right-hand corner
3. Click on Settings
4. On the left-hand navigation bar, click on Personnel
5. Click on Portal Logins
6. Click on Add Portal Login button
7. Select the Role of the User
- Notification – This role has No portal login or dashboard access, will only receive alerts for assigned accounts
- Agent – Ability to view reports for assigned accounts
- Manager – Ability to access data and manage users for assigned accounts
- Any manager within the store, unless they need to edit numbers within the store.
- Admin – Unrestricted access to assigned accounts.
- All privileges of managers with number management
- Employee – Can view own call activity reporting.
- All Salespeople should get this role
8. Click on Next: Enter general information about the user’s portal login button
9. Notice the user role is selected based on your previous selection and account is defaulted to the account you are on in 2.0
10. Fill in the Employee Name, Title, Email, and Phone Number
11. Click on Next: Create User button
12. You will receive a message that Agent is all set up
13. From here you can create another user, create a roster entry for the user you just created, edit user, or select done
- If this is a new employee that also needs to be added to the roster, select Create Roster entry for this user