User management
Who it is for: whoever manages the account
What it is for
Only administrators manage users, from the Users section.
Create a user
➡️
Step:Go to Users and click New user.
- Fill in name, email, password and role.
- Optionally assign them to one or more departments.
Roles
| Role | Permissions |
|---|---|
| Agent | Inbox, Contacts and Profile |
| Supervisor | Everything the agent has + Dashboard, Surveys and Templates |
| Admin | Full access: users, settings, AI agents and subscription |
Billing
The billing unit is the user. Every user counts, admins included, and the Pro plan has a minimum number of users. See Available plans.
Presence
Each user has a status shown on the dashboard: Available, Away or Offline.
Security
Each user can turn on two-step verification. In the list you see who has it on. See Account security.
Actions
- Edit: details, role and departments.
- Deactivate: sets the user offline without deleting them.
- Delete: removes the user (their conversations are not deleted).
- Bulk actions: change the role or delete several at once.
Common errors
- If the plan has a user cap and you exceed it, the system warns you. Check your limit in Subscription.