In order to invite other agents (colleagues) and give them access to your FROGED workspace, the admin user only needs to go to Settings > Agents and click on +Invite Agent.
The UserID would be the FROGED email name for this agent. For example, the UserID could be name.surname > name.surname@froged.mail.com
If you want to know more information about managing agent permissions and types of access read this
5. Creation and import of Contact Attributes
The attributes are user characteristics, information that you either manually or automatically pass on to FROGED. Eg. name, surname, email, country, type of plan, etc.
- These attributes feed into the client/user record within your contact database in FROGED (“Data Warehouse”). All attributes are viewable in a column format within menu People > Contacts / Accounts.
To add new contact attributes, you must do it from: Settings > Contacts Attributes/Accounts Attributes >Add attribute
5.1 Visibility of Attributes.
5.2 Visualize attributtes in colums within Froged's Contacts database.
6. Accounts and Account Attributes
Accounts are a level above contacts. They are specially designed for B2B companies, so if you are one this should be of interest to you!
If you want to group users (“Contacts”) within a company or account, you should create Accounts and Account attributes. Eg. Users 1, 2, 3 are from the same customer company, and they will be grouped together under the same account (“Account 1”). For further information about accounts, check this document.
If you can’t see Accounts within the module People, you can activate this option from Settings, or ask your admin user in FROGED to activate this for you.
Create account attributes in FROGED
Prepare a CSV with the company name in your system and the ID (identity code), so both can get related since the attributes collected by your system automatically will populate straight away, as well as its associated contacts/users.
TIP! It’s better to use FROGED’s template for the import. It’s available in Import > Get CSV template:
There’s 4 types of events: click, scroll and url events, which are very simple to create and do not require technical knowledge; and the customized events which are done through the SDK.
PRO TIP: create 3-5 events that your users need to run to find value within your solution. Eg: sign-up, profile creation, trial-end, document created, event performed, etc.
8. Site Customization (branding and content):
FROGED offers the possibility of customizing both the aspect of its elements (knowledge base, widget, etc) as well as off-the-shelf content that saves you time in customer support.
Try by yourself! Customize all your elements and content within Froged at