District admin

Users, agencies, activity buttons and points, leaderboard scope, WhatsApp numbers and district switches.

• Turn texting, agents, rules or workflows off for the districtFour switches on the District switches tab start and stop everything automatic on every WhatsApp number in the district.District admins
• Add, edit and suspend a userCreate accounts, change roles, reset passwords and suspend people from the Users tab of the admin dashboard.District admins
• Create an agency and set who runs itAdd an agency on the Agencies tab, then give it an Owner by moving somebody into it from the Users tab.District admins
• Rename your activity buttons and change their pointsThe Activity Management card on the admin Settings tab sets the name, points, icon and order of every button on your district's Log page.District admins
• Choose who appears on the leaderboardRank each agency on its own or the whole district together, decide whether members get an agency filter, and hide individual people.District admins
• Set up flexi and power creditsSet how flexi credits earn, decide the requests members send, and add or deduct credits by hand from the two credit tabs.District admins
• Pair advisors as duosPut two advisors into a tag-team from the Duos tab, so a joint case is logged once and split between them, and break a pair up again.Managers, District admins
• Set up the rewards catalogueAdd, price, pause and delete the rewards members can redeem, on the Reward catalogue page under Manage.District admins
• Set reflection questions and track who submittedWrite the weekly reflection questions and number metrics on the Settings tab, and see who submitted on time on the Tracking tab.District admins
• View an advisor's Contacts or Inbox on their behalfOpen an advisor's contact book or WhatsApp business from a picker, work in it as them, and switch back to your own.District admins