User Management
User Managment
Keep your support team organised by adding, editing, or removing teammates from your LenoChat workspace. You can assign roles, update job titles, and manage profile details—all in one place.
➕ Inviting a New Teammate
To invite someone to join your team:
✅ Go to Team in the left-hand menu
✅ Click the Invite User button (top right)
✅ Fill in their Name, Email, Role, and optional Job Title
✅ Click Invite a Teammate to send an invitation
✏️ Editing User Details
You can update a user’s name, email, or job title anytime.
✅ Click the three-dot menu next to their name in the Team list
✅ Select Edit Details
✅ Make your changes and click Save
🔁 Changing User Roles
Admins can change a user’s role (Agent, Admin, or Owner) to reflect their permissions.
✅ From the Team list, click the menu next to the user
✅ Select Change Role
✅ Choose the new role and click Save
👀 Understanding Roles
Each role has different permissions:
✅ Agent: Can respond to chats and view assigned conversations
✅ Admin: Has full access to user management and settings
✅ Owner: Highest permission level, can manage billing and ownership
💡 Tip: Only Admins and Owners can change user roles or remove team members
🗂 Viewing All Users
On the Team page, you’ll see a full list of users with their status, role, and job title.
Use filters to view who’s Available, Busy, or Offline.
📖 Summary
✅ Invite teammates and assign roles easily
✅ Edit user details or roles anytime
✅ Manage team structure from the Team tab
✅ Roles help define permission levels for smooth collaboration
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