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Company admins only. This page is part of Settings, visible to users with the Company Admin role.
The Users page lets you invite people to your company workspace, assign their roles, and manage their access over time.
When you'd use this
Invite a colleague so they can use agents and chats, or promote an existing user to Company admin so they can manage settings. For example: onboard a new team member with the User role so they can start chatting with agents right away.
Steps
Invite a user
In the Workbench sidebar, click Settings.
Under Access, click Users.
Click New User in the top-right corner.
Fill in the form:
Email — the user's work email address.
Name — their display name.
Role — choose Company admin or User (see roles below).
Language — the language for their invitation email.
Send a password-setup invitation — leave checked to email them a link to set their password. Uncheck for users who will sign in via SSO.
Click Create User.
Change a user's role or name
In Settings → Users, click the user's name.
In the edit form, update Name or Role.
Click Save changes.
Suspend or delete a user
In Settings → Users, click the user's name.
Click Suspend to block access temporarily, or Delete to remove the account.
Confirm the action in the dialog.
Re-activate a suspended user
Open the user's detail page.
Click Activate.
Roles
Role | What they can do |
User | Chat with agents, view reports and analytics for their own sessions |
Company admin | Everything a User can do, plus manage agents, skills, connectors, knowledge, users, API keys, and company settings |
Tips and limits
A user who signs in via Google SSO will show Google as their sign-in method. You do not need to send them a password-setup email.
You can send a password-reset email from the user's detail page if they need to recover access.
If a user has two-factor authentication set up and is locked out, use Reset 2FA on their detail page.
Pending invitations that have not been accepted yet appear above the user list.
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