CRM User Settings
CRM User Settings lets you manage your CRM users and the role hierarchy in your organization. There are two main tabs: CRM User and Role Hierarchy.
CRM User
This page lists every CRM user along with their email, role and authority.
Adding a new user
Click + Create User at the top right, then choose one of these options:
Create New User:
Enter a name, email and password.
Choose the right Role.
Choose an Authority: Basic or Administrator.
Import from Chat:
Choose a user from the list of existing Chat users.
Choose the right Role.
Choose an Authority: Basic or Administrator.
Authority types
Super Administrator: given automatically to the first user, or the longest-serving super agent.
Administrator: can edit and view, including boards they don't own.
Basic User: can add views, but can't edit other people's views or create boards.