Managing Your Team

This section explains how to manage users within your white-label platform. You can add new team members, assign them roles, and control their access to AI agents.

Note: This feature is only available to white-label customers with administrative privileges.

Key Features

  • Add Users: Invite new team members to your platform.
  • User List: View a list of all users within your organization.
  • User Status: See whether a user's account is active or pending verification.
  • Agent Access: Manage which agents each user can access and their level of access (owner, admin, viewer).
  • User Management: Edit user details and manage their agent assignments.

Adding a New User

  1. Click the "Add User" button.
  2. Enter the user's email address.
  3. An invitation email will be sent to the user with a verification code.
  4. The user will be added to your team list with a "Pending Verification" status until they verify their email.

Understanding the User List

The user list displays the following information for each team member:

  • Email: The user's email address.
  • Status:
    • Active: The user has verified their email and has full access.
    • Pending Verification: The user has been invited but hasn't yet verified their email.
  • Agents: This column shows the number of agents the user has access to, categorized by their role:
    • Owner: The user created the agent and has full control.
    • Admin: The user has administrative privileges for the agent.
    • Viewer: The user can view the agent's settings and data but cannot make changes.

Managing Users

Click the "Manage" button next to a user to access their individual settings. From here, you can:

  • View User Details: See the user's email and assigned roles.
  • Manage Agent Access: Assign or remove access to specific AI agents and define their role (admin or viewer).

By effectively managing your team members and their access levels, you can ensure secure and efficient operation of your AI call center.