Users

Create and manage users

Team Settings

An account admin can create, view, update or delete teams under the company account.

Add Teams

Add teams to an account.

Steps

Click the kebab menu icon next to the username at the bottom left corner of the screen
Click SETTINGS
Go to Teams tab
Click CREATE NEW TEAM
Add Team Name
OPTIONAL: Select existing users to be added to a team
Click CREATE TEAM

Edit Team

Manage existing team details.

Steps

Select a Team
Edit team name
Add or delete team members
Click SAVE

Delete Team

Delete a team from an account.

Steps

Select a Team
Click DELETE and confirm

Users Settings

An account admin can create, view, update or delete other users under the company account. A team must be created first before users can be created.

For a list of user types and access privileges, refer to User Roles.

Add Users

Add multiple users to a team.

Steps

Click the kebab menu icon next to the username at the bottom left corner of the screen
Click SETTINGS
Add user email
Set user role
Set the Team (one is selected by default)
Click SEND INVITATION to send one invite
OPTIONAL: Click ADD ANOTHER to invite another user before sending out invites

A list of invited users are located in the Pending tab. An invite is valid for seven (7) days.

Edit User

Edit user details.

Steps

Click the kebab menu icon next to the username at the bottom left corner of the screen
Click SETTINGS
Select a user from the list
Edit user details
Click SAVE

Activate User

Manage user access privileges.

Steps

Click the kebab menu icon next to the username at the bottom left corner of the screen
Click SETTINGS
Select a user from the list
Toggle the Active switch
- right-facing → enabled and active
- left-facing → disabled and inactive
Click SAVE

Delete User

Delete a user from any team under any account

Steps

Click the kebab menu icon next to the username at the bottom left corner of the screen
Click SETTINGS
Select a user from the list
Click DELETE and confirm

Reset Password

Reset a forgotten or lost password.

Steps

Click the kebab menu icon next to the username on the bottom left side
Click SETTINGS
Select a user from the list
Click Reset Password (details are sent to user’s email)
Click SAVE

Roles and Privileges

	Actions	User	Insighter	KB Manager	Admin
Use browser extension	Login	✔️	✔️	✔️	✔️
Insights	View		✔️	✔️	✔️
Languages	View		✔️	✔️	✔️
Trending Questions	View		✔️	✔️	✔️
Popular Pages	View		✔️	✔️	✔️
Knowledge Gaps	View		✔️	✔️	✔️
	Resolve			✔️	✔️
Web Scrapes	View			✔️	✔️
	Boost			✔️	✔️
	Update			✔️	✔️
	Delete			✔️	✔️
Instant Answers	Create			✔️	✔️
	View			✔️	✔️
	Boost			✔️	✔️
	Update			✔️	✔️
	Delete			✔️	✔️
Manual Uploads	Upload			✔️	✔️
	View			✔️	✔️
	Boost			✔️	✔️
	Delete			✔️	✔️
Tools	View				✔️
	Update				✔️
	Delete				✔️
Teams	Create				✔️
	View				✔️
	Update				✔️
	Delete				✔️
Users	Invite				✔️
	Activate				✔️
	View				✔️
	Update				✔️
	Delete				✔️
Password	Reset				✔️

Account Settings

AVAILABLE ON THE CUSTOMER DASHBOARD SOON

Each company is assigned a Raffle account that contains one or multiple models, scraped data and Search UIs.

Account Information

Set custom information about an account.

Account Title
- Set the account name of the company
Industry
- Set the industry of the company e.g. Information and Services, Public Sector, Energy, Finance, etc.
Account Description
- Set a 300-character description of the company
- Template: company_name is a business_type founded in founding_year in founding_location. company_name aims to provide business_purpose in market_location. The services that company_name offers are tailored to audience_type within the industry_type industry for various_or_specific sub-sectors that span across areas such as detailed_area, detailed_area and detailed_area.

Domain Settings

Set custom network information of the company.

Domain
- Set the full URL of the company website e.g. https://raffle.ai
Internal IP Address
- Set the office IP address of the company e.g. 192.168.1.1
- Filters out employee searches and is only needed if the customer prefers to focus on collecting non-employee search data

Plan Settings

Set custom plan information for an account.

Sales Representative
- Displays the name of the Raffle representative assigned to the account