Add people to your team

Supervisors and agents don't sign up on their own. You create a login for each person, with a username and a temporary password, and share it with them privately.

Team → People

1. In the sidebar, click Team.
2. Click Add user.
3. Enter their Name and a Username. A username has 3–32 lowercase letters, digits, dots, dashes or underscores.
4. Pick a Role: Supervisor or Agent. See Roles.
5. Under Chat limit, keep No limit, or click Set a limit and enter how many open chats they may have at once.
6. Tick the Inboxes they will work in.
7. Enter a Temporary password of at least 10 characters, and type it again in Repeat temporary password.
8. Click Add user.
9. Send them their username and temporary password, with the Staff sign-in link shown on the Team page.

At their first sign-in, they choose their own password and set up two-factor sign-in.

Good to knowCopy Anchor Link

• Each person's row has buttons to Edit, Reset password, Reset 2FA and Delete.
• Reset password gives them a new temporary password and signs them out everywhere. Tick Also reset two-factor sign-in if they lost their phone.
• A new username applies at their next sign-in.
• Taking someone off an inbox sends the chats they're handling there back to its queue.
• Owners add supervisors and agents. Supervisors add agents, and manage only agents who work in their own inboxes.
• With a single inbox there is nothing to tick: new people join it.