User Management

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

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."

Changing a user's status

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:

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.