There’s no limit to the number of users you can add to your team. All users who sign in to your team account are able to add or remove existing users, reset passwords, and edit accounts. Use this guide to learn more about managing your team.
Add a new user
When you add a new user to your team, Attentive sends them an email to activate their account. After they activate their account, they can access everything in the Attentive platform.
Note: Users can be added by someone at a customer account, only.
- Go to Settings > User Management.
- At the top-right corner of the page, click + Add User Account.
- In the Add New User Account popup, enter the user’s name and contact information. Then, click Add user.
Note: 2FA and Test Messaging
Two-Factor Authentication (2FA): All users are required to use 2FA to access their account.
2FA vs. Profile Number: The phone number used for 2FA does not have to be the same as the phone number provided in the user’s profile settings.
Test Messages: The phone number listed in the user's profile (the "number on file") is the destination for all campaign and journey text tests. If a test is sent to "all company users," every user will receive the test at their profile phone number, regardless of which number they use for 2FA.
Edit a user
After a user is successfully activated, you (or the user) can update their name, phone number, and email address.
- Go to Settings > User Management.
- When you find the user you want to update, click the three dots at the right and select Edit. A popup appears.
- Update the First name, Last name, or Phone number.
- To change a user’s email address, you must delete the account and then add a new one.
- Click Save.
Reset a user’s password
If a user forgets their password, you can reset it on the User Management page. Attentive will send the user an email to update their password.
- Go to Settings > User Management.
- When you find the user whose password you want to reset, click the three dots at the right and select Reset password. Attentive sends the user an email with instructions to reset their password.
The user has 30 minutes to update their password. If they don’t update it in time, you can repeat this process to send them a new valid link.
Note: If you’re using SSO, you will not see an option for password reset. Instead, contact your system administrator.
Remove a user
When you remove a user from the team, they lose access to Attentive. However, you can add them back by following the instructions under Add a new user. We keep an internal log of users who’ve been removed and by whom.
- Go to Settings > User Management.
- When you find the user you want to remove, click the three dots at the right and select Remove from company. A confirmation message appears.
- Click Remove from company to confirm.