Team Management

The team members view of the settings allows you to manage your team.

  • As a team Member, you can visualize the collaborators working with you within the organisation
  • As an Account Admin, you can add, remove, or edit the role and permissions of a specific team member

Here is some additional information on the organization roles:

Role name

Account Admin

Team Member

Can see all the members

yes

yes

Can edit the role of a member

yes

no

Can remove a member

yes

no

Can add a new member

yes

no

Can define new Account Managers

yes

no

Why should add team members to my organization?

By default are tied to a limited 15 days trial plan.
As a customer, you can attach team members to your Plan so that they can:

  • Leave the trial plan and extend their subscription to yours (usually 12 months)
  • Make use of all specific features and ressources attached to your Plan
  • Benefit of the Premium Support

How can I add a new team member ?

Step 1: Account creation
First invite the collaborator to create an account using one of the following links depending on the instance you are using:

Product name

URL

Smartly.AI (Blue edition)

Link

Virtual Agent (Orange edition)

Link

🚧

Make sure the account creation is properly done

The new user should complete the form and click on the confirmation email to activate his account. Once he is able to connect to the platform, you can proceed to step 2.

Step 2: Add the user to the organisation

Then, one of the Account Admins should go to the Team Members menu and click on Add a Member.

Then, add the email of the user and pick the global role within the organisation.

Congratulation πŸ™‚
your team member is now added to your organization!


What’s Next

Now that you have added collaborators, discover how you can share bots with them