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On the side menu click Users. As a result the Users page will open.
The Users page contains a list of all users from your organization that have a registered account on the Twin platform.
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For this enter the necessary value in the search field at the top of the page. The results will be displayed automatically.
| Информация |
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You can search for and filter records on the basis of a complete or partial match. |
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1. Click Add new user at the top of the page.
2. In the Add new user to company dialog box do the following:
| Подсказка |
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The Company field contains the name of your organization. You cannot change the value displayed in this field. |
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- In the Last Name, First Name and Middle Name fields enter the full name of a new user.
In the Email field, enter the user email address.
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- In the Roles field select the necessary user role. The following roles are available:
- Company administrator - – a user who performs administrative functions such as creating and editing scripts, creating and managing call tasks, setting up telephony parameters, administering user accounts, configuring integrations with instant messengers and social networks, viewing statistics, etc.
- Chat operator - – a user who carries on communication with clients after the dialogue is transferred from the bot to the operator (for example, when a bot cannot answer the client's question).
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At the bottom of the dialog box the username and password for the new user account will be displayed.
| Предупреждение |
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It is recommended to save the password for the new user account. If you close the dialog box and do not save the password, then you will need to recover the password. |
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To edit a user account, click 
in the necessary line.
As a result a dialog box for changing user data will open.
- Make changes in the necessary fields.
If necessary in the Roles field add a new role for the selected user.
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To log into the administrator account of a dependent company (for example, to change parameters of a call task or edit client message templates), choose the necessary record and click click 
in the respective line.
As a result you will be logged into the administrator account of the selected organization.
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To block a user account, choose the necessary record and click 
in the respective line.
A dialog box for blocking user account will open.
In the Comments field enter the reason for blocking the user account and then click Block.
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