Account management lets you invite teammates, assign roles and skill groups, watch login status, and disable accounts the day someone leaves.
Invite and onboard
Invite by email or phone, then set display name and staff ID so the agent can start serving.
- Email or phone invites
- Display name and staff ID
- Bulk import
Roles and permissions
Admin, supervisor and agent roles control whether someone sees all conversations, exports data or changes settings.
- Admin and supervisor roles
- Data visibility scope
- Export and settings rights
FAQ
Can I hide other agents' conversations?
Yes. Role permissions limit visibility; agents normally see only their own.
How is seat count billed?
By enabled seats — disabling one frees the license immediately.