User management
User management section is used to manage the internal users and their groups in the organization.
The following are the default user groups in an org.
Admins: All organization admins.
All Users: A dynamic group where all users of the organization are part of this group.
Platform Users: All internal members of the organization. Any new member in the organization is added to this group by default.
Support: All members of the support team. This may include customer success and sales. Only members of this group receive updates about conversations in the PLuG inbox.
Agent and Automations Admin: This group includes privileges to manage agents, workflows, snap-ins, commands, etc.
Create a new user group
You need to be an admin to create a group.
In Settings > User Management > Groups, click + Create new.
Select the type of group you want to create (static or dynamic).
Fill in the group details.
If creating a static group, add users to the group by using their email or name.
Update a user group
Default groups cannot be updated.
In Settings > User Management > Groups, select the group you want to update.
Click Edit.
Make your changes and save.
Manage group members
Admins can add or remove members from any group.
Add members to a static group
In Settings > User Management > Groups, select the static group.
Click Add Users.
Enter the email addresses or names of the users to add.
Remove members from a static group
In Settings > User Management > Groups, select the static group.
Find the member you want to remove in the list view.
Click the cross button (⨯) next to the member's name.
Invite users to the organization
Only admins can invite users to the organization.
In User Management > Invitations, click +Invite.
In the To field, enter the email addresses of the users to invite.
In the Add to groups field, add the required group. The user's current group Platform Users is pre-filled by default.
Click Send Invite.
If you are not an admin, the Invite button is not displayed.