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Adding users allows your team members to access Typewise, handle customer conversations, and manage configurations according to their role. You can assign roles, channels, and teams right from the user creation window.

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Instructions

1

Open Add User

Go to User Management and click Add User.
2

Enter email addresses

In the Email addresses field, enter one or multiple email addresses.
3

Select role

Select the user’s role: - Agent - Can message customers and review AI tickets. - Admin - Full access to manage users and overall company configuration.
4

Choose channels

Choose Channels the user will handle: Chat and/or Email.
5

Assign team

Assign the user to a Team. Select an existing team from the dropdown, or leave as None if not yet assigned.
6

Send invite

Optionally, check the box Send invite email if you want Typewise to email the invitation.
7

Invite

Click Invite Users.

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Tips

  • Always double-check role permissions before sending the invite.
  • You can edit user roles and channels anytime later in User Settings.
  • Editing a user opens the same details they see on their own profile, so you can set someone’s photo or fill in their user properties on their behalf.
Invite User Interface

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See also