Steps to Add a User

Navigate to Settings → Users

Click “Add User” in the top-right corner

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

Enter the user’s:

Full Name

Email Address

Role (Admin or Agent)

Click “Send Invite”

The user will receive an email invitation to join.

Admin – Full access to all settings and billing

Agent – Access to Inbox, Campaigns, and assigned contacts

“Only Admins can add or remove users.”

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