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SuperUser: Account Settings

Jacob Boyle
  • Updated

Account settings allow you to personalize your Bonzo experience and manage various aspects of your individual account. While many features in this section are more relevant at the team level, certain functionalities for SuperUsers can impact settings and features for teams under their account.

 


General Settings

For the SuperUser, General Settings include data fields and options that only impact the SuperUser account and have no impact on settings for teams throughout the organization.

  1. To get to your General Settings, click on "Settings" in your sidebar navigation, then on "General."

     

     

    In the "Communication Details" section, you will see your account name and your team name. Since SuperUsers fulfill an administrative role, they do not get a direct Bonzo number; no number will be listed under their team name. We'll learn more about how SuperUsers can communicate with prospects in the section below labelled "Communication Settings." To change your Bonzo picture, click on the circle to the right. This picture is only visible on your Bonzo account.

     

     

     

     

  2. Next, you'll find the field for your name. This is the name your team members will see when you communicate with them on Bonzo.

     

     

     

  3. You can set your local time zone. This timezone change only affects actions within your SuperUser account and does not filter down to other teams.

     

     

    In addition, you can choose your preferred theme. The options include light, dark, and system settings. The "System Theme" will correspond to the theme settings of your computer system, whether it is set to light or dark mode. This customization allows you to create a comfortable and visually appealing workspace in Bonzo.

     

  4. The fields for Application Link, Survey Review Link, and NMLS ID enable you to include this important information in your communications using merge tags once filled out. However, since the SuperUser fulfills an administrative role, these fields, along with the "Social Media Handles" displayed at the bottom of the page, are not relevant to their primary responsibilities and functions.

     

 

Security Settings

Security settings at the SuperUser level allow you to manage and protect your individual account. However, it's important to note that enabling Two-Factor Authentication here is a prerequisite for enforcing Multi-Factor Authentication across your entire organization

  1. To access your Security Settings, click on "Settings" in your navigation sidebar on the left-hand side of your screen, then select "Security" on the right. Immediately you will see any security notifications or alerts.

     

     

    Bonzo encourages you to regularly change your password and to utilize Two Factor Authentication to help protect and secure your data.

     

  2. Next you have the ability to change your account number. This refers to the number you have registered with Bonzo (i.e. your personal cell phone number or business landline), not your Bonzo number. Remember as a SuperUser, you will not need access to a Bonzo number. To update the number you have registered with Bonzo, click "Change," enter your new number, and click "Update."

     

     

    It's important to note that this number will be used for Two-Factor Authentication if SMS is selected for the authentication type.

     

  3. Next, you can change your password by clicking "Change Password." You will be prompted to enter your current password, then your new password twice. After entering the new password, click "Update" to save the changes.

     

     

  4. Two-factor authentication (2FA) is an additional layer of security. When enabled, it prompts you to enter an authentication code each time you log in. To set up 2FA for your SuperUser account, click "Enable" and choose whether you want the code sent to your cell phone, email, or a Google Authenticator app. After selecting your preferred method, click "Send." You will receive the code via your chosen method, which you will need to enter to log in.

     

    As stated above, enabling 2FA on your SuperUser is a prerequisite for enforcing MFA across your organization. You will see the option to enforce MFA in your "Company" tab. We will discuss this further in a later chapter.

     

     

     

  5. The final option in the security settings is managing your sessions. This section shows where you are logged in. For example, it may display your login location and what type of device you are using. It will also display any integrations of plugins with third-party apps.

     

     

    If you notice an unfamiliar login, you can click "Log out of all accounts" or the three vertical dots or breadcrumbs to logout. You should then log back in and change your password to secure your account.

 

Notification Settings

Notification settings allow you to manage how and when you receive updates about your activities in Bonzo. Though the SuperUser can typically overlook many of these notifications, there are a few that may be relevant to your administrative duties.

  1. To access the Notification Settings, go to "Settings" in your sidebar navigation and then select Notifications under the Account section. First off, you can enable notifications in your browser. This is useful if you want to stay updated with Bonzo while browsing the web or doing work outside the platform. Simply click "Enable" to receive browser notifications whenever there are updates.

     

     

  2. The main part of the notifications tab is dedicated to different communication channels where you can receive notifications. These communication channels include website (Bonzo), email, SMS (cell phone or business landline registered with Bonzo), and the Bonzo mobile app. Toggling these notifications on or off is based solely on your personal preference and can be changed at any time.

     

     

    A few important notifications to highlight for the SuperUser:

    Security Notifications: alerts you when there are changes to your account, such as password changes or unknown logins.

    Billing Notifications: alerts you when token limits and thresholds are met or exceeded, when add-ons are purchased, and when your invoice or breakdown reports are ready to export.

    Report Notifications: alerts you when your SuperUser adoption report has finished processing and is ready to view or download.

    Export Notifications: alerts you when an export of data from your account has been processed

     

 

Shift Settings

Shifts Settings allow Team Leads and Team Members to define their working hours within Bonzo and establish specific days off outside their normal work schedule. SuperUsers have management and oversight capabilities to view and edit all shifts, after-shift messages, and days off established by users in their organization.

  1. To view established Shifts, click on Settings in your left sidebar navigation and then select "Shifts" on the right of that bar. From the dropdown, select the appropriate team member.

     

     

    To view automated messaging that has been created by team members to be sent to contacts after-shifts, click on "Messaging" in the top right.

     

     

     

    Once you've accessed a team member's shifts, you can edit the days and times by clicking on the respective fields and unchecking the selected days.

     

     

  2. Further down the page, you can view and edit any exclusions this team member has established for days off. To remove an exclusion, click the "Trash" icon.

     

     

 

Merge Tags

Merge tags in Bonzo allow you to pull data from various parts of the platform using simple tags, making communication more efficient and personalized. While most data points in Bonzo already have pre-created merge tags, SuperUsers have the ability to create additional merge tags that filter down to teams underneath them.

  1. To access Merge Tags Settings, navigate to "Settings" in your sidebar navigation to the left and then click on "Merge Tags" on the right. Here you will see any existing custom merge tags that you've created and you'll have the ability to create new merge tags by clicking on the "+ Add Merge Tag" button in the top right.

     

     

  2. After clicking the pink button, you will need to name your tag and enter it's value. It's important to remember, that the name is something that you will see internally when you search for this tag and the value will essentially be what contacts see when they receive the tag in a communication. For instance, the value might be a link that directs them to a form or survey or it may be representative of a data point like an interest rate or loan amount.

     

     

  3. Once you've created a custom merge tag and clicked "Save," those team members with permission to manage merge tags will be able to see the merge tag and import it into their account by clicking "Create Your Version."

     

     

    In communication, the custom merge tag will be visible by clicking "Show More" and then the "Custom" tab.

     

 

 

SuperUsers hold comprehensive administrative capabilities that allow them to configure company-wide settings that filter down to teams throughout their organization. Understanding how SuperUsers impact account settings is crucial for maintaining operational efficiency and consistency across all levels of the organization

Note: To learn more about the SuperUser, click on the link below.
SuperUser: General Overview

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