Invite your Team Members

After connecting your store, you need to add your team members to Contlo to resolve the customers' support queries. Follow the steps given below:

  1. On the Get Started screen, click Add Users under Invite team members.
  2. On the Add New Team member modal, fill in the required details as described below:
    1. Name: Enter your team member’s name.
    2. Email: Enter the Email ID.
    3. Roles: Select the roles for the respective team member:
      1. Admin
      2. Manager
      3. Helpdesk Agent
      4. Operator
    4. Active Channels: Select the channels for the respective support agent.
  3. Click Send Invite to invite your team members.