In the Team Management settings page, you can manage your team members in Contlo's Helpdesk, including adding, editing, and deleting members.
To add a new member to your Contlo's Helpdesk, follow these steps:
- Click the Add member button in the top right corner of the Team Management screen.
- In the Add New Team member modal, provide the following details:
- Name: Enter the team member’s name.
- Email: Enter the team member's email address.
- Roles: Select the appropriate role for the team member from the following options: Admin, Manager, Helpdesk Agent, Operator.
- Click Send Invite to send an invitation to the new team member.
To edit the configurations of an existing team member, follow these steps:
- On the Team Management homepage, locate the team member you want to edit and click Edit.
- Update the information for the respective team member in the edit team member modal.
- Click Proceed to save the updates.
To delete a team member, follow these steps:
- On the Team Management homepage, find the team member you want to delete and click the ⋮ icon.
- From the options that appear, click Delete to remove the team member from the list.
By following these steps, you can effectively manage your team members within Contlo's Helpdesk, ensuring that the right individuals have the appropriate access and permissions.
Updated 16 days ago