How to Add and Manage Team Members

Managing Your Team

As an administrator, you can invite new team members and manage the roles of existing ones.

Inviting New Users

1. Go to the 'Team Management' section in your settings.
2. Click the 'Invite User' button.
3. Enter the email address of the person you want to invite.
4. Assign them a role (e.g., Agent, Admin).
5. They will receive an email invitation with a link to create their account.

Removing Users

To remove a user, find them in the team list and click the 'Remove' button. You will be asked to confirm. When a user is removed, you can choose to reassign their existing tasks and projects to another team member.