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Users, roles and permissions
Invite teammates and manage their roles and access.
- Who counts as a user?Paid and free roles.
- Which roles are included by default?Default roles and module-specific roles.
- How do roles and permissions work?Built-in roles, custom roles and permission scopes.
- How do Customer Service roles differ?Agent, supervisor, administrator, analyst and light-agent permissions.
- How do I deactivate or remove a user?End access for departing employees.
- How do I invite my teammates?Invite individually, in bulk or through CSV.
- What should I do if an invitation link does not work?Understand invitation messages and what to do next.
- What is the difference between Employees and Users?Understand person records and sign-in accounts.
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