Admin Guide
Jenny avatar
Written by Jenny
Updated over a week ago

At Textline we want to enable organizations to engage with their audience using real-life conversations. We developed tools that allow Admins to oversee communications and track success metrics for their organization. Below is a list of specific features that are designed for Admins.

Review Metrics: Metrics allow you to track your organization's performance and overall customer engagement. Here is more information about our Metrics dashboard, and this is a glossary for our Metrics.

Create Automations: Admins also can set up Automations that allow you to scale your communications and internal workflows.

Set up Dispositions: Conversation Dispositions allow Admins to categorize and track the types and/or the outcomes of Conversations that you're having with customers.

Send NPS Surveys: Net Promoter Score measures customer experience on a 0-10 scale, allowing your business to determine customer satisfaction and predict business growth.

Manage Billing: Only Admins have access to the Account’s Billing information and have permission to edit it.

Manage Security: Depending on your pricing plan, organization administrators are able to configure a few settings regarding Multi-Factor Authentication (MFA). These settings offer security controls for their account.

Claim your Domain: Claiming your email domain allows members from your organization to sign up for your organization's main Textline account, regardless of whether they’ve been explicitly invited by you.

Manage Data Retention: Depending on your pricing plan, Textline allows you to set a data retention limit from our set array of date ranges to meet your business’ security needs. This will allow you to automatically delete your Conversation data after a certain time period.

Manage Integrations: Textline offers several integrations that allow you to optimize your workflows. As an Admin you have permission to add and remove Integrations to your accounts.

Set Agent Settings: Administrators can add new Agents and Delete Agents as needed. In addition, Admins can manage permissions for their Agents and create new Roles depending on the organization's structure. For example, an Admin can allow their Agents to only view their conversations, create new Announcements, and have Billing access. The Custom Roles give you the ability to customize your organization's access to Textline.

Add Departments: As an Admin you can add and edit Departments as needed and add multiple departments to your Account.

Add Custom Address Book Fields: Depending on your pricing plan, you are able to add new Address Book fields in your account in order to customize communications further.

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