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Admin User Overview

Overview

The Admin role provides full access to users within a specific team.  A user can be a Admin in one team or in multiple teams. They also have the ability to be a Admin in one team, while being a non-Admin user in another one.

Specific features that are only available to Admins are located in the menu under the name of the team - in this example, "Admissions":

What can Admins do?

  • Create new users in the team
  • Edit existing users
  • Add/remove users in the team
  • Import, modify, and view all contact data in the team
  • Manage templates, custom fields, notifications, and other settings
  • Review usage activity for all of the team's users

Who should be an Admin?

  • Someone who is involved in crafting, managing, and implementing the texting strategy the team is using.
  • Someone who is an active user in their team. They may be called upon to send messages on behalf of other users.
  • Someone with access to the system of record on campus that is the source of contact data for the team - this will make the process of importing/exporting data more efficient.
  • Someone with responsibility and oversight of the non-Admin users, who can monitor their usage of Mongoose and follow up with them when corrections need to be made.
  • A CRM administrator or a campus developer working on an API integration.

It is possible that multiple administrators will be needed to cover this set of responsibilities. For example, one Admin may need to be the CRM administrator on campus, responsible for data operations, while the second Admin is responsible for managing text communications.

Ongoing Responsibilities

Review reporting View team usage data as well as individual user data. Ensure that users are sending an acceptable number of text messages and review response rates. Send texts “as assigned user” Create segments Create and manage campaigns Import contacts Create/Manage templates Templates are pre-written text messages that users in the team can add to a text message. Typically, templates are based around key points in your communication plan, and they help your team be more efficient and send more consistent messages.  Minor error handling and troubleshootingTeam NameData Management Import HistoryManage notifications Identify who will be responsible for updating your information system for contacts who choose to opt out. A simple email message will be sent to the appropriate person whenever a contact's opt in/opt out status changes. Enter the email in the “notifications” box and click save.