Steps to Add a User

1. Navigate to Settings → Users.

   Users are your support team members. You control who sees what by assigning roles.

2. Click "Add User" in the top-right corner.
3. Enter the user's details:
   • Full Name
   • Email Address
   • Role (Admin or Agent)
4. Click "Send Invite". The user will receive an email invitation to join.

User Roles

• Admin — Full access to all settings and billing.
• Agent — Access to Inbox, Campaigns, and assigned contacts.

Only Admins can add or remove users.