Before you start
- Admin permission to manage users
Edit a user
1
Open Account -> Users
Navigate to the users page.
2
Click the user
Open their record.
3
Update fields
Adjust details or role.
4
Save
Confirm the change.
Remove a user
1
Open Account -> Users
Navigate to the users page.
2
Open the user actions menu
Click the actions on the user row.
3
Choose Remove
Confirm the removal.
Tips
- Removed users lose access immediately.
- Removing a user does not delete the chats they handled - those stay in the shared inbox.