Users

Users are individuals who have been granted access to your organization. Depending on the access role and policies you set for them, they will be able to see and do different things based on their responsibilities and requirements.

Inbox agents are different from users, as they only have access to Inbox.

Add a user to your Organization

All users must have at least one access role assigned to them.

Please note that free email addresses like Gmail, Hotmail, etc. are not supported.

1. Go to your Organization settings.

2. Click Users.

3. Click Invite new user.

4. On the next screen, add the display name, and email address of the person that you want to invite to be a user.

5. Under Roles, select the role that you want this user to have. If you want to assign multiple roles, click Add new role and select an additional role from the drop-down.

6. Click Invite new to send them an invitation by email. Once you’ve sent a user invitation, they will have a set amount of time to accept your invitation.

Revoke an invitation

Revoking an invitation is irreversible. To add a user again, you will need to invite them from scratch.

If a user hasn’t yet accepted the invitation to join your organization, you can revoke the invitation:

1. Go to your Organization settings.

2. Click Users.

3. Locate the user, hover over their entry, then click the three dots on the right-hand side of the screen.

4. Click Edit user.

5. Click the Revoke invitation button.

6. Confirm that you want to revoke the invitation by clicking Yes, remove this user.

View and edit a user's information

You can only make edits to a user's roles. You can't change their name or email.

1. Go to your Organization settings.

2. Click Users.

3. Locate the user, hover over their entry, then click the three dots on the right-hand side of the screen.

4. Click Edit user.

5. Make any edits that you need to then click Update roles.

Remove a user from your organization

Removing a user is irreversible. To add a user again, you will need to invite them from scratch.

1. Go to your Organization settings.

2. Click Users.

3. Locate the user, hover over their entry, then click the three dots on the right-hand side of the screen.

4. Click Edit user.

5. At the bottom of the page, click Remove user from organization.

6. Confirm the removal by clicking Yes, remove this user.