User Management

Create New User asks for email, first name, last name, a password of at least 8 characters, a role and the Active checkbox. Roles are described in Roles.

AI Agent. Tick this for an automated assistant account rather than a person. Email and password become optional, and two permissions appear: Can reply to customers and Can suggest answers, which lets the agent post internal notes as suggested replies.

The user table lists name, email, role and status. Row actions:

• Edit user.
• Reset password. Generates a temporary password. Send password reset email to user is on by default; the user must change the password at their next sign-in.
• Delete user. Deactivates the account. You cannot delete your own.