Users & Teams Management
Users & Teams Management
Manage your team members, assign roles, and organise agents into departments for efficient chat routing and collaboration.
How to Access
- Go to Settings from the sidebar
- Click Users & Teams
Team Management
- Add Team Members — Invite users by email with specific role assignments
- Assign Roles — Admin, Agent, or custom roles with different permission levels
- Create Departments — Group agents by function (Sales, Support, etc.)
- Set Working Hours — Define availability schedules per agent
Roles & Permissions
- Admin — Full access to all settings and features
- Agent — Access to inbox, chats, and assigned conversations
- Custom Roles — Configurable permission sets