Users

Admins can invite other users and configure access to different features in AgentX Support. Users receive an invitation to set up their account after you add them.

Add a user

Complete the following steps to add a new user:

1

Go to Account > Users.

2

Click Add User to add a new user.

3

Enter the user's email in the Email field.

Add a new user

4

Optional. Select the Admin checkbox to assign the user with an admin role. Admins have account level privileges to add users and connections.

5

Select the apps the user can access and their roles for each app.

6

Optional. Use the Sites drop-down menu to select the sites the user can access.

7

Click Submit to invite the user. The new user receives instructions on setting up their account in their inbox.

Edit user permissions

Complete the following steps to edit a user's permissions:

1

Click Edit next to the user you plan to update.

2

Update the user's details. You can modify their email, assign or remove app roles, and toggle admin access.

Edit permissions

Refer to Permissions and roles for details on available roles.

3

Click Submit to confirm your changes.

Delete a user

You can delete a user by clicking Delete and OK to confirm.