Managing users
Add the people on your team to the platform and manage each one's access. It all happens under Settings → Team → Users, where you see the full list of account users — with each one's profile, presence, status and last activity.
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Users screen, with the full list and the columns for profile, presence, status and last activity.
Adding a new user
- Go to Settings → Team → Users.
- Click + New User.
- Define the user's name, email and profile.
- Done! The new user receives an email with a login and a temporary password for their first access. ✅
The three profiles
| Profile | Access |
|---|---|
| Admin | Always has access to every item and feature in the system |
| Supervisor | Access defined by the profile's default permissions, adjustable per person |
| User | Access defined by the profile's default permissions, adjustable per person |
💡 The default permissions for Supervisor and User — and the individual adjustments — are set under Team → Permissions. See User permissions.
Managing users from the list
Each row in the list has quick actions on the right:
- Gear ⚙️ — opens that user's permissions directly;
- Three dots ⋯ — opens the options:
- Resend access — sends the password email again, when needed;
- Deactivate user;
- Delete — removes the user completely.
Presence policy
On the Presence policy tab, you define whether users' presence should change automatically:
- The user becomes Away after a few minutes without interaction;
- And Offline after a few minutes without a connection.
The timings for each change are set in the fields on that same screen.
💡 Presence is used, for example, in the distribution of leads by sector — which can be set to send leads only to whoever is online. See Sectors and lead distribution.
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Presence policy tab, with the timing fields for Away and Offline.
How to know it worked
- The new user appears in the list with the Active status;
- They receive the access email with the temporary password.
Common problems
The user did not receive the access email
On the user's row, click the three dots ⋯ → Resend access menu to send the password email again.
Next steps
- Set up the new user's permissions — actions, sectors, channels and menu;
- Link the user to a sector so they enter the lead distribution.