Add User

Accessible via: Main Menu -> [Organization Name] -> Organization Settings -> Users -> Add User

Fill in User Details:

1. Email: Enter the user’s email address. This will be used for login and notifications.
2. Name: Enter the full name of the user.
3. Role: Select the appropriate role for the user from the dropdown menu. The role determines the user’s permissions within the platform.

Save the User:

4. Click the Add user button to save the new user.
5. If you need to cancel, click the Cancel button to close the dialog without saving.

User Roles

• Chat: Basic access for communication and collaboration.
• Admin: Access to Knowledge Base, Agent configuration, Integrations, etc. Can invite new users, including other admins.
• Owner: Full access, including billing management.