Users

Quick Overview

The User Management page allows you to invite teammates, assign them specific roles, give them access to particular chat queues, and configure their permission levels.

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Managing Users

Select a tab below to learn how to add and configure teammates:

Add & Invite User

1. Go to the User Management page.
2. Click the green + Add User button in the top-right corner.

When the Invite a teammate popup opens:

1. Full name: Enter the new user's name.

2. Email address: Enter their email address.

3. Role: Select their role (ADMIN or MEMBER).

4. Queues: Choose the chat queues this user can access (you can select more than one).

5. Permission groups: Select the permission level for the user.

   note

   The user will receive an email invitation to log in and set up their profile.

6. Click the green Send invite button.

Edit User

1. Click the Pencil icon next to the user you want to edit.

2. Update their Name, Role, Queues, or Permission groups.

   note

   You cannot change a user's email address here. The user must update their email from their own profile page.

3. Click the green Save button.

User Experience

• When a user logs in, they will only see the tickets and queues that you assigned to them.
• They can view and select their assigned queues at the bottom left of the screen at all times.