Category: Team

Note: Team settings are open only for Admins and Account Owners only. 1. Click on More > Team 2. Press Add button  3. Add email  4. Choose exact role for user 5. Click on add user

Note: You can always upgrade users. In order to downgrade, delete users and add again in the new role. 1. Admin : Admin is the second highest authority on the system (After account owner) can See all conversations ,contacts ,  users , chats,  reports , outbound setup. Can add/edit/delete users and contacts, have access to […]

Note: You can always upgrade users. In order to downgrade, delete users and add again in the new role. 1. Go to Team 2. Edit desired user to change name, reset/revoke password, block or delete 3. Edit Name, Change role from dropdown 4. Press Save

Note: Team reset password is open only for Account Owners & Admin. 1. Go to Team 2. Choose desired user > Perform Actions > Reset Password 3. Enter new password > Press Reset Password 4. Click Reset