📝 Description
This guide explains how to invite users to the platform, assign them a role, understand what permissions each role has, edit existing users, and delete them.
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🧭 Step-by-step to invite users
1) Go to the Settings menu.
2) Enter Users.
3) Click the Invite button.
4) Fill in the details:
a. Role: choose between Representative, Supervisor, or Administrator.
b. Phone number.
c. Email.
d. Name.
5) Send invitation. The user will receive an email to access the platform.
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✏️ How to edit an existing user
1) Go to Settings > Users.
2) Locate the user in the list.
3) In the Actions column, select Edit.
4) The user profile will open. You can modify:
• First name
• Last name
• Phone
• Role
• Teams (team assignments)
• Working hours ⏰
• Access to the internal assistant 🤖 (you can link an internal pipeline for exclusive use by platform users)
• Enabled ✅ (enable/disable access without deleting the user)
5) Save changes.
Tips:
• Use “Enabled” to temporarily suspend access.
• If you change the Role, confirm that the resulting permissions are appropriate for their tasks.
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🗑️ How to delete a user
1) Go to Settings > Users.
2) Locate the user in the list.
3) In the Actions column, select Delete.
4) Confirm deletion.
⚠️ Warning:
• Deleting is permanent. If you only want to suspend access, disable “Enabled” from Edit.
• Before deleting the user, you must unassign them from any teams they belong to.
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🔐 Roles and permissions
● = Has permission — = No permission ✕ = Planned
