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👥 Users and Roles
Menu > Team Member > Add Team
- Input agent details and assign permissions using the toggle next to each function.
- NB the default user profile has all permissions so be sure to switch off access to functions that you only want for your admins and senior managers to have.
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Edit a user
Menu > Team Member>
- From the dashboard, find the agent’s profile, scroll to the ‘Action’ column and select the edit button.
- Make changes and save.