There are two ways to add a dashboard user-

  • To invite a new user as a dashboard user.

  • Make your existing user a dashboard user.



To invite a new user as a dashboard user- 

  • You need to log in to the Callhippo account. 

  • Click on the Users & Performance.




  • Click on the Users -> Invite Users



  • Now select the user role as a dashboard user.




  • Click on the “Next” button and then “Invite user”.



  • Now open the mail id of the invited user and accept the invitation.


Make your existing user a dashboard user-


  • Login to the Callhippo account -> Users & Performance.


  • In Users, click on the Users setting of the user for whom you want to change the user role to the dashboard user.




  • Then go to the user role and select the “Dashboard User”-




  • Click on the “Yes” button.



  • And dashboard users will be added and you will be charged on a prorated basis.