➕ Adding a staff member

A staff member is a separate account on the platform. You create it yourself: name, username, email, role and an initial password. Then you pass those details to the person and they sign in on their own.

Opening the form

Click New staff member in the top right corner of the Staff page.

The fields

• First name and Last name — at least 3 characters each. These names appear in the list, in chats and in the profile.
• Username — 3 to 50 characters, only Latin letters, digits and the underscore (_). Spaces and other characters are rejected. The person can sign in with this name as well.
• Email address — a real address, 5 to 100 characters. Used both for signing in and for notifications.
• Role — Operator or Manager. This field is only shown to the company owner; accounts created by a manager are always Operator.
• Password — the initial password: 6 to 100 characters, containing at least one lowercase letter, one uppercase letter and one digit.

The password rules stay visible at the bottom of the form. If a field is filled in incorrectly, the error appears right under it and the form is not submitted.

Choosing the role

The role decides what the person can do:

• Operator — only handles chats.
• Manager — configures the projects they are assigned to: the agent, data sources, channels and the rest.

The role can be switched later — see Roles and permissions.

After creating the account

1. Once Create is pressed, the person appears in the list immediately.
2. Pass them the username (or email) and the password. They can change the password themselves from their profile.
3. Assign them to the projects they will work on — Assigning to projects. Someone with no assignments sees no chats at all.

When the seats run out

Every staff member takes one seat in your plan. When the seats run out, the New staff member button is disabled and hovering it shows how many seats are taken. Delete an unused account or extend the plan.

Next steps

• Roles and permissions
• Assigning to projects