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Add your team members

Now it’s time to add your team to the Verloop account. Let us get them onboard by following these simple steps:

  • Go to Settings → Users → Create New User (right top corner)
  • Send email invites to the members of your team that you need to add on the Verloop dashboard
  • Assign a role to the new members. Choose from 
    • Agent 
    • Manager 
    • Admin 
    • Business Admin*
    • User management Admin*
Add new users to your team
Add new users to your team

The table below compares the abilities of the different members of the team.

Agent  

Manager  

Admin  

Business
Admin*

User
Management
Admin*

Transfer chat

✅

✅

✅

✅

❌

View self chats

✅

✅

✅

✅

❌

View others’ chats

❌

✅

✅

✅

❌

Add/modify team member

❌

❌

✅

❌

✅

Modify Access

❌

❌

✅

❌

✅

View Chat Statistics

Self

Self

All

✅

❌

Edit System Settings

❌

❌

✅

✅

❌

Edit FAQ Settings

❌

❌

✅

✅

❌

Create/Edit Recipe

❌

❌

✅

✅

❌

View Reports

❌

❌

✅

✅

❌

View Audit Trail

❌

❌

✅

❌

✅

* The Admin role can be split into Business Admin and User Management Admin roles for your organisation. To know more, please talk to your Customer Success Manager.

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About The Author

Vinod HI

Member of Technical Staff at Verloop

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