To start, navigate to the Settings page by clicking on the gear icon located in the bottom left corner of the app. Look for the User Management tab and click to access your users' table.
Add A User
Click on the "New User" button in the top right corner of the User Management page. This will open up the "Create New User" window, where you'll need to fill out some basic information, such as the user's first and last name, email address, role (either agent or admin), skill(s) (outbound call, inbound SMS, and inbound call will be selected by default), and team(s).
Once you've completed the necessary fields, click on the "Save User" button located at the bottom right corner of the window. Your new user will then receive a welcome email, inviting them to choose a password and log into the app. You'll also be able to see/edit the newly created user(s) on the Agents page.
Edit User Role, Skills, and Teams
Click on the user's name in the User Management page. This will open up the “Edit User” page, where you can make the necessary changes. Once you're finished, click on the "Save" button at the bottom right corner.
The audit columns (“Created By” and “Updated By”) are available to help you keep track of changes made.
If you need to deactivate a user, please submit a ticket to our support team for assistance.