Setting Up Employee Accounts - Everflow Helpdesk

Learn how to create and manage employee accounts in Everflow by setting up roles, permissions, and security measures that keep your team productive and your data secure.

Overview

Control who can do what in Everflow by setting up proper employee accounts.

This ensures your team can work efficiently while keeping your data safe.

Core Account Management

Creating Employee Accounts

Find account settings in Control Center -> Accounts, where you can:

Create new team member accounts
Manage current user access
Set up role-based permissions
Control Partner/Advertiser management access

Super User Settings

‍Super Users have full platform access:

Check current Super Users in the Super User column

Only Super Users can give this access to others

Contact Everflow Customer Success to add/remove Super User access if none exists

Note Users with both Super User status AND Role management permissions can create new Roles for any Employee type. With these dual requirements met, they can manage which left side menu items are visible to the Employee.

If you didn't have access to Roles, and then were granted Super User permissions, you still don’t have access to Roles unless your status was adjusted.

Partner/Advertiser Management

‍Customize how managers work with accounts:

Global Access: See all Partner stats
Limited Access: See only assigned Partners

Default Manager Settings:

Set default managers for new sign-ups

One default Partner/Advertiser manager per account

Automatic assignment for streamlined onboarding

Role Setup

‍In Control Center -> Accounts -> Roles, create custom access profiles:

Choose what menu items people see

Full Access: Complete editing capabilities

Read Only: View-only permissions

Customize dashboard views to focus on what truly matters

Activity Tracking

‍Monitor platform activity in Control Center -> Accounts -> History:

See what changes employees make
Filter by time periods
Review system updates

Quick Reference: Common Tasks

Task

Location

Notes

Create New Account

Control Center > Accounts

Super User access required

Modify Roles

Control Center > Accounts > Roles

Can affect multiple users

Set Default Manager

User Settings

One default manager only

Check Access History

History Tab

Filterable by date

Update Permissions

Roles Section

Full or Read-only options

Best Practices

Regularly review user access and start everyone with basic permissions, adding more access only when needed for their work.

Keep good records by tracking all access changes and role assignments in the History Log.

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Next in This Series

How To Manage Roles & Permissions