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How to add and manage users in Fello

Learn how to invite your team members to Fello and perform various actions for them, such as configuring their contact information, changing their roles and permissions, and more.

Inviting Users

00:02: Fellow fellow.

00:05: In this video you will learn how to add users assign roles and

00:10: send invitation emails to get your users started.

00:14: Let's begin by navigating to the settings in the lower left-hand corner marked

00:18: as a gear icon.

00:22: Once the settings page opens click on the user management tab.

00:28: Here you will see any current users to add a new user navigate

00:32: to the top right-hand corner and click on invite user.

00:37: The invite users window will open here.

00:40: You can add their email address.

00:44: Once you add, the email press enter to save,

00:49: Determine the appropriate access level for each user.

00:52: Most agents should be given standard user access admin

00:56: access should be for those that manage settings, users and other

01:00: administrative tasks.

01:03: Once you decide on their role, select the correct access level.

01:09: Below the axis ensure that the send invite email has a green

01:13: check mark.

01:15: Once finished click on invite user at the bottom right hand corner, this

01:20: will send that user and email.

01:23: That new user will now receive an invitation email.

01:29: Once they open the email, they can click accept invite and

01:33: that's it. You have successfully invited a user to your fellow account.

01:41: Fellow fellow fellow.



To invite your team members to Fello: 

  1. Go to Settings > User Management.
    You will now be able to see a list of all the current users along with their roles.
  2. Click Invite User in the Users section.
    Prerequisite: Your role must have permission to configure users.



  3. Add your team member's email address and select their role. You can also add multiple email addresses to invite users in bulk. 





  4. Mark the Send Invite Email option if you’d like to send an invite email, from which your users can access their Fello account and configure a password. 
  5. Click Invite Users.

Your team members can start using their account as soon as they have accepted the invitation in their email. Once accepted, their status will change from Invited to Active.

Managing Users


Once you’ve added or invited a user to Fello, you can perform the following actions for their account by going to Settings > User Management. 

ACTION

DESCRIPTION

STEPS

Edit User Information 

Edit your users’ information such as their name and contact details. 

Click the Edit (Pencil) icon near a user under the Users section. 

Change User Roles & Permissions

Change your users’ default roles as your team evolves, or configure custom permissions for a particular user. 

Learn more about roles and permissions.

Emulate Users 

Access a particular user’s Fello account and perform actions on behalf of them. 

Click the More (3-dot) icon near a user under the Users section, and select Emulate User.

Make Account Owner 

Grant a user full access to Fello with the Owner role. 

Click the More (3-dot) icon near a user under the Users section, and select Make Account Owner.

Resend Invite

Resend the Fello invitation email to your user, in case the initial one can’t be found or has expired. 

Click the More (3-dot) icon near a user under the Users section, and select Resend Email.

Delete User

Remove a user from Fello, thereby restricting their access. 

Click the More (3-dot) icon near a user under the Users section, and select Delete User.