Users in Adversus are the people that can log into Adversus. There are different kind of user types depending on what their purpose of using Adversus is. We're currently offering you four different kinds of types when you create a new user.
Agent user
Calendar user
Insights user
API user
Agent user
An agent user is the day to day users in Adversus. Agent users can use the dialer, thus being the only user type that can call leads.
Besides having access to the dialer, you can give agent users access to specific features in Adversus using permissions. By cherry picking the features, you decide what they can and cannot access in Adversus.
It's possible to make an agent user an admin from their user settings, giving them access to everything within Adversus.
Calendar user
If you use Adversus for appointment scheduling, it's beneficial to create calendar users (consultants).
Calendar users can integrate their external calendar directly to Adversus, thus allowing agent users to book meetings directly in their calendar from inside the dialer, including all information on the lead and meeting.
When a calendar user logs into Adversus, they'll see all meetings that have been booked to them. They can also see the status of the meeting (held, postponed, cancelled).
Insights user
If you are working on behalf of another company, you have the option to create an Insights user to allow your customer to get an overview of the performance in Adversus.
An insights user can log in and get an overview of the performance. How much the user can access is all up to the administrator to decide using teams.
Since an insights user's purpose is exactly that - getting insights - they can't access the dialer and call like agent users can it is a VIEW only license.
API users
If you want to integrate Adversus with another system, this can be done through an API user. When creating an API user, you can control if the user should have readonly, admin or custom rights.
Integrating Adversus with other systems can be beneficial if your tech stack includes other systems, e.g., a CRM system - that way, data is shared between different systems.
You can find our API documentation right here.