Manage your workspace members

Go to Settings > Users to manage your workspace members:

• Invite Members: Add new users and assign them a role.

  • Default Roles: Admins have full access; Members are limited to the main interface and their personal settings.

  • Custom Roles: Define specific permissions tailored to your team’s needs.

• Security: Enable mandatory multi-factor authentication for all users.

• Assignment Rules: Set up user pools and define rules for automatic case assignment.

Find more information on our product documentation.