Manage Your Team, Control AccessScale Support
Invite team members, assign roles, set permissions, and track agent performance. Five roles with granular permissions, one-click invites, subscription limits, and company settings.
Team Members
4/5Ahmed Mohamed
COMPANY_ADMIN
Sarah Ali
MANAGER
Khaled Hassan
AGENT
Mariam Abdullah
VIEWER
Roles
Quick Invites
Subscription Limits
Agent Performance
Company Settings
Roles & Permissions
Four visible roles with granular permissions for every aspect of the platform
Company Admin
COMPANY_ADMINManager
MANAGERAgent
AGENTViewer
VIEWEREasily Invite Your Team Members
Enter email, name, and select role. The system generates a sixteen-character random temporary password and returns the invite link with login credentials.
Invite New Member
Team Management Features
One-Click Invites
Enter email, name, and role. The system auto-generates a temporary password and sends the invite link.
Five Roles with Granular Permissions
Company Admin, Manager, Agent, Viewer, and Super Admin. Each role with specific permissions for team, settings, and inbox.
Subscription Limits
Team member count limited by subscription plan. System checks before every new invite.
Activity Tracking
Performance stats per agent: conversations handled, messages sent, and response times.
Company Settings
Customize your company settings from one place: name, logo, timezone, currency, and AI settings
Company Name
Name displayed in dashboard and conversations
Company Logo
Upload your company logo for the platform and widget
Timezone & Locale
Set the default timezone and locale for your platform
Currency
Default currency used in orders and reports
AI Summarization Settings
Enable or disable auto-summarization with schedule hour and custom prompt
AI Summarization Customization
Enable auto-summarization for customer profiles. Set the daily schedule hour and add custom prompts to guide AI in writing summaries.
Summarization Settings
Summarize customer interactions focusing on preferred products...
How to Build Your Team
Create Company
Register and set up company name, logo, and timezone
Invite Members
Invite your team by email and select the appropriate role
Set Permissions
Each role comes with pre-defined permissions for team and settings
Start Working
Members log in via link and start working immediately
Roles
Invites
Smart Summary
Scalable Limits
Start Building Your Team on Inboxy
Roles with granular permissions, instant invites, custom company settings, and agent performance tracking
Easy-to-use interface