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Settings - Users

The Users section manages all users registered in the selected organization.

Access notice

This section is available only to Admin and Manager roles. To request access, contact your organization administrator.

What you can do

  • Search users by name or email.
  • Add new users to the organization.
  • Edit user roles and team assignments.
  • Remove users from the organization.

Users list

ColumnDescription
NameUser's full name
EmailUser's email address
RoleThe user's role in the organization
TeamThe team the user belongs to
ActionsEdit or remove the user

Basic workflow

  1. Open Settings - Overview and navigate to Users.
  2. Use the search bar to locate a user by name or email.
  3. To add a user, click Add User, fill in the details, assign a role and team, and click Save.
  4. To edit a user, click the Edit action on the user row, update the role or team as needed, and click Save.
  5. To remove a user, click the Remove action and confirm the removal in the dialog.
note

Removing a user revokes their access to the organization. Their data and chat history are not deleted.

Flow image

Users settings flow

See also