How do I reset a team member's 2FA?

Go to Admin → Users, open the team member and click Reset 2FA. Confirm with your own password. The team member can now log in again without 2FA and must then re-enable 2FA via their profile page.

Only use this action when the team member has really lost their phone and has no backup code left. For highly secured Admin accounts: preferably use a backup code, not the reset.

What roles exist in Senly?

Senly has six roles for team members: - Admin — agency owner / office manager. Full access to everything - Manager — so…

What does an Admin do?

An Admin is the agency owner or office manager. Full access to: - All clients + edit/deactivate/delete - All tasks agen…

What does a Manager do?

A Manager is the social media manager — the person who creates and plans content for clients. Access to: - Clients they…

What does an Appointment Setter do?

An Appointment Setter is a sales role: cold-calling/emailing leads to book a first appointment. Access to: - CRM — only…

What does a Closer do?

A Closer conducts sales calls and closes deals. Access to: - CRM — only leads assigned to them - Deal flow + activities…

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