In the User Management view, Inbox admins or managers (provided they hold the corresponding Inbox role permissions) can manage inbox agents assigned to their accounts.

To access the User Management tab options:

1. In your browser, log in to TextPeak with manager access privileges.
2. In the main TextPeak menu, select the Inbox tab.
3. Next, click Settings at the bottom left and navigate to the User management tab.

Here, you can view a table with all the users assigned to your account.

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IMPORTANT

• Only Inbox admins can change the roles.
• Inbox managers can view only the users that assigned to their teams.
• Inbox agents have no access to the Settings > User Management page and can manage conversations only.

The table organizes all information about users in the following columns: Name, Email, Inbox Permissions, Teams, and Actions.

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NOTE

Users can view only the inbox users that are assigned to their teams.

Click the three-dot icon to open the menu with the following inbox user management options:

• Change role
• Remove all permissions

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Note

To manage inbox agents within your teams (assign to your teams or unassign from them), proceed as described in Assigning Agents.

Managing Inbox User Roles and Permissions

1. To change the role for the specific user, click the three dots and select Change role.
2. Select a new role from the drop-down list in the pop-up window.

3. Click Update.
4. Alternatively, to remove all permissions from the user, click the three dots, select Remove all permissions and confirm the operation.

5. Click BACK TO SETTINGS to navigate back to the inbox settings menu.