Assign User Roles
Explore different user roles and learn how much control each role has in a team. Understand Different Types of Roles You can assign five different roles to your team members based on how much control and access you want them to have. Supervisor Admin Developer Marketeer Agent Access | Role SupervisorAdminDeveloperMarketeerAgentAutomation✔✔✔✔❌Inbox✔✔❌❌✔Reports✔✔👀👀❌Customers✔✔👀👀❌Datalab✔✔✔👀❌Settings👀✔❌❌❌Integration👀✔👀👀👀API✔✔✔👀❌ = View and edit…
Create Groups in your Team
Learn how to create groups within your team. What is a Group? A group is a small team within your team, usually comprised of the same functional role. You can assign tickets to an entire group. For instance, you can configure your settings to ensure that all the sales-related tickets are assigned to the sales…
Create Multiple Teams
Create multiple teams under one account directly from your dashboard. Click on the top-left icon on your dashboard. Click on Create New Team. You will find a prompt to create your new team. Add your team name, country, time zone, currency and business type. Click Next. You will be asked to select the channels you’d…
Connect Multiple Teams
Connect multiple teams linked to multiple email addresses. You can create multiple teams from your dashboard and toggle between teams. However, if you have two accounts linked to two emails, you can use this method to connect the two teams and toggle between them without logging out every time. This method is also applicable for…
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