AdministrationAdministrators

Company, teams, users and roles

Set up the company structure, create employee accounts and give each person only the access required for their work.

Last reviewed: 2026-07-15

Team Management Create Agent form using privacy-safe demo account fields

Before you start

An administrator or owner role

Steps

Confirm company information

Review the company name, timezone and working language before creating teams. These values affect schedules and reports.

Expected result: Company-wide dates and labels use the expected settings.

Create teams and roles

Create teams around real responsibilities, then assign the smallest suitable role. Avoid giving owner permissions for convenience.

Expected result: Each team has a clear purpose and permission boundary.

Create and verify employee accounts

Open Team Management → Create Agent, enter the employee name, login account and a temporary password, then share those credentials through an approved secure channel. Ask the employee to sign in, change the temporary password and verify the menus they can access. The current flow does not send an email invitation.

Expected result: The employee can enter required modules and cannot open restricted ones.