Managing agents

Admins manage the team in Agents. Each agent signs in with their own email and password and works in the Team Inbox.

Add an agent

1. Open Agents and click Add Agent.
2. Fill in the form:
   • Name and Email — the email is what the agent signs in with.
   • Phone — the full number with country code, for example +923001234567.
   • Gender and Status — only Active agents can sign in.
   • Password — at least 6 characters, entered twice.
   • Profile Photo — optional.
3. Click Save.

Then share your workspace URL with the agent. They can sign in on the web or in the mobile app.

Note: Your package may limit how many agents you can add. See Packages & usage limits.

Edit an agent

Open an agent from the list to update their name, email, phone, gender, status or photo. To set a new password, fill in New Password and Confirm New Password; leave both empty to keep the current one.

Activate or deactivate

Switch an agent’s status to Inactive — from the list or the Status field — when they shouldn’t have access. Inactive agents can’t sign in or use the mobile app, and they stop receiving notifications.

The agent list can be searched and filtered by status.