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Add agents

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Learn how to add additional users to your account.

Steps

Navigate to Settings, then Agents and select “Add Agent”

Fill out the form:

  • Agent name: The name of the agent (for example, “John” or “John Doe”).
  • Role
  • Email address

Roles:

 

Administrators have no limitations

Agents don't have access to settings aswell as limited access to Inboxes (as selected in each Inbox Settings)

Congratulations. You have successfully added an agent to chatlyn.

Now, what the agents have to do is checking their inbox and accepting their invitation (also check SPAM if you don’t find it in your inbox)

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