About users
This set of functions is intended for user management on a workspace-wide basis. There are also some system-wide user management options; these are detailed in the chapter on System Administration.
The workspace-wide user options include:
- Agents
- Add-Agents—Add new Agents/Administrators to this workspace.
- Edit-Agents—Edit the properties of Agents.
- Teams—Create and edit Teams of Agents for assignment in this workspace.
- Customers
- Add Customers—Add new Customers to this workspace.
- Edit Customers—Edit the properties of Customers.
- Customer Options—Configure options for Customers.
- Roles
- User Roles—Define and manage permission roles for Agents and Customers.
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