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. In your browser, log in to TextPeak with manager access privileges.
2. In the main TextPeak menu, select the Inbox tab.
3. Click Settings at the bottom of the Inbox sidebar.
4. 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 in the table.

2. 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. 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 Cancel to navigate back to the Inbox Settings menu.