Team Management 👥
Collaborate Effectively with Your Team Set up your team structure, assign roles, and manage permissions for optimal collaboration.User Roles
Admin
- Full platform access
- Billing and subscription management
- Team member management
- All features and integrations
Manager
- Most platform features
- Team oversight capabilities
- Limited billing access
- Advanced automation tools
Agent
- Live chat and customer service
- Basic bot management
- Customer data access
- Limited administrative features
Viewer
- Read-only access
- Analytics and reports
- No editing capabilities
- Monitoring and oversight
Adding Team Members
Navigate to Team Settings
Go to Settings → Team ManagementSend Invitations
Enter email addresses and select appropriate rolesSet Permissions
Configure specific feature access for each roleMonitor Activity
Track team member usage and performanceBest Practices
- Start with minimal permissions and expand as needed
- Regular role reviews and updates
- Clear communication about responsibilities
- Training sessions for new team members
Need help setting up your team? Contact our support at [email protected]