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User Management

Introduction​

In the system, users are categorized into two main types: Global Users and Agent Users. Understanding the distinction between these two types is crucial for effective user management.

  • Global Users: These users are created at the system level and have the capability to interact with multiple agents. They are managed centrally in the Global Settings section, allowing for streamlined user management across the entire platform.

  • Agent Users: These users are specific to individual agents and are managed within the settings of each agent. This allows for more granular control over user permissions and access at the agent level.

Global Users​

Global users are created within the system and can be utilized across multiple agents. They are managed in the Global Settings section of the side menu.

Global User Roles​

  • Super Admin: Has complete access to all agents and can manage users and permissions.
  • View & Edit All Agents: Can view and modify all agents.
  • View All Agents: Can view all agents.

Invite Global User​

To invite a new Global User, navigate to the Global Settings section in the side menu. Click on the Invite User button, enter the user's email address, and assign the appropriate role. The user will receive an invitation email to join the platform. If there are no SMTP settings configured, you can copy the invite link from the Global Settings and send it directly to the person.

If there are no SMTP settings configured, you can copy the invite link from the Global Settings and send it directly to the person.

Global User

Agent Users​

Agent users are specific to an agent and are managed within the agent settings. To manage these users and their permissions, select Users from the side menu.

Agent User Roles​

  • Owner: Can view, edit the agent, and invite new users.
  • Editor: Can view and edit the agent.
  • Viewer: Can only view the agent.

Invite Agent User​

To invite a new Agent User, go to the specific agent's settings and select Users from the side menu. Click on the Invite User button, enter the user's email address, and assign the appropriate role. The user will receive an invitation email to join the agent.

Agent User