Wayfound
  • Welcome to Wayfound
  • Key Concepts
  • Getting Started
  • Manager
    • Performance
    • Overview
    • Alignment
    • Meetings
    • Report Sharing
  • User Feedback
  • Agent Management Best Practices
  • Agents
    • The Agents Page
    • Definition
    • Guidelines
    • Connecting Agents
    • Connecting Tool Calls
    • Connecting User Feedback
    • Connecting other Events
    • OpenTelemetry Event Data
  • Sessions
    • Recordings
    • Suggestions
    • Link Clicks
  • Visitors
  • Settings
    • Organizations
    • User Management
    • Integrations
      • HubSpot Integration
      • Salesforce Integration
    • Actions
  • API
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On this page
  • Roles
  • Adding Users
  • Changing a user's status
  1. Settings

User Management

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Last updated 3 months ago

Those with admin level permissions can access the Users page in the settings menu. This page displays a table of all users and their statuses. The page also allows you to manage users and their roles in your organization.

Roles

There are currently two roles on the platform:

Users can access the Manager, Agents, Sessions, and Visitors pages. They can create and manage agents and use integrations and actions.

Admins have all abilities available to users. They can also access their organization's settings, where they can manage users, add or remove actions and integrations, and view API information.

Adding Users

Changing a user's status

Here, you can check or un-check Admin to switch the user's status. You can also toggle whether the user receives real-time and daily agent alerts for agents connected by that user.

You can invite new users by clicking at the top-right corner of the page. Enter the new user's email address in the pop-up window to send them an invitation to join the platform. Check the Admin box to give them the admin role. When left unchecked, the user will join the organization as a "user."

To change a user's status on the platform, an admin can click the edit user button on the right-hand side of the table. This opens the Edit User menu: