Creating New Admin Accounts and Understanding Converge Role Privileges

Created by Andrew Johnson, Modified on Tue, 25 Aug at 1:53 PM by Yerko Siljeg

Description

This article explains how to create additional user accounts in Converge and outlines the differences between the Admin and User roles.

Creating individual accounts for each staff member is recommended, as it provides an audit trail of who has made changes to customer records and services.

Requirements

An Admin level Converge account
The email address of the person you want to add to Converge

The Process

Log into Converge
Click on Admin drop down and select Accounts
Fill out the details under Add Users

Choose a Role. Users can provision and manage new Customers. Admins can do this as well as create new Converge Users and adjust Payment details
Click Create

The new User will receive an email with the login details you have set for them.

Removing a User

An Admin can remove another Admin or User without assistance from Support. No support request is required.

To remove a user:

Accounts → All Users → Select User → Edit → Delete

Understand Converge User Role Privileges

Select a Role. Choose the appropriate role for the new user.

User

Users can:

Provision new customers
Manage existing customers and services
Manage their own account settings
Configure their own MFA/2FA settings

Admin

Admins can perform all User functions, plus:

Create, edit, and delete Converge users
Manage partner user accounts
Access Payment Details
Access ConnectWise PSA integrations
Access Halo PSA integrations

In addition to standard customer and service management functions, Admins can:

Edit existing users
Delete users
Manage partner user permissions
Access payment configuration settings
Access ConnectWise PSA settings
Access Halo PSA settings