- Owner / Administrator: everything, including financial and settings.
- Supervisor: service, bots, AI and reports.
- Agent: dashboard, conversations and leads.
- Financial: dashboard, financial, reports and leads.
In Team / Agents, use Add agent: name, email, a temporary password (8+ characters) and the role. Give the email and password to the person.
Open this screen in the dashboard: Team / AgentsIllustrations with fictional data. No real customer data is used.