Users

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

To access the Users tab options:

1

Log in to TextPeak

In your browser, log in to TextPeak with manager access privileges.

2

Open Inbox

In the main TextPeak menu, select the Inbox tab.

3

Open Settings

Click Settings at the bottom of the Inbox sidebar.

4

Open Users

In the Workspace group, click Users.

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

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

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

• Change role
• Remove all permissions.

Changing an agent's status

If agent presence is turned on for your space, the Status column shows whether each agent is Online, Away, or Offline. You can change it yourself - useful when an agent forgets to go offline at the end of a shift.

1

Find the agent

Find the agent in the table.

2

Change the status

Click their status and select Online or Offline.

Changing another agent's status does not ask you for a reason. TextPeak asks for a reason only when an agent sets their own status to Offline.

Managing inbox user roles and permissions

1

Change the role

To change the role for the specific user, click the three dots and select Change role.

2

Select a new role

Select a new role from the drop-down list in the pop-up window.

3

Update the role

Click Update.

4

Remove permissions

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

5

Go back

Click Cancel to navigate back to the Inbox Settings menu.