What are admin roles?
Each of your admins will have different roles and responsibilities in selling and managing usecure, such as marketing, sales, technical or multiple hats.
By assigning your admins unique roles, your team's usecure experience will be tailored to their individual needs, enabling you to:
Simplify admin - Less noise, more context. Your admins' overall usecure experience will be tailored to which role type they fall under.
Optimise experience - With personalised guidance, your admins will be trained and supported with relevant resources to help them become usecure pros.
Sell usecure better - Enable your marketing people to drive interest, sales guys to onboard clients and tech team to keep things ticking.
Types of admin roles
Sales admins - people who sell your platform to new customers. Admins with the sales role are involved in:
Contacting potential customers over email and phone
Demonstrating the benefits of the usecure platform to potential clients
Creating accounts for new customers on the usecure app and uploading their users
Running the first uBreach scan and uPhish simulation for new clients
Setting up free trials for new customers
Getting the sign off from customers to sign up to usecure after the trial
Marketing admins - people who communicate how your services and products provide value to the public. Admins involved in the marketing role:
Market usecure on social media platforms
Send out marketing emails
Share eBooks & guides to customers to build their knowledge of security issues and awareness of products
Technical admins - manage the day-to-day operations of the usecure platform. Technical admins are mostly focused on:
Running phishing simulations for existing customers
Monitoring uLearn and uPhish performance, as well as uBreach exposure
Enrolling end-users on relevant courses in addition to Auto Enrol content
Creating and managing policies with uPolicy
A bit of everything - people with multiple responsibilities in the business.
How to set admin roles?
You can assign admin roles on the Admin Users page in your usecure app. Click the Edit button on a team member and choose a role for them under the setting 'How would you best describe this person?'