Manage your Sinch Engage team

Florian_Lehnerer — Mon, 05 Feb 2024 09:42:24 GMT

Add users and manage your team in the Teams view, including managing their details, roles, and which projects they have access to.

To add a new user to your Sinch Engage team:

Go to Settings > Account > Team.
Click the plus button at the top right.
Fill in the following fields:
- First name and Last name
- Email address: The user logs in using this address.
- Name in webchat (alias): This name is displayed to your customers if a webchat conversation is assigned to this user.
- Active/Inactive: Status defines if the user is available for conversations. Set the user as inactive, for example, when they are on a planned vacation.
- Role: See a list of roles a user can have.
- Project: If you have several projects in your account, select the projects in which the user can participate.
- Skill: If you have defined skills, you can assign one or more skills to a user.
Click CREATE to finish the process.
The new user receives an invite and must define a password for themselves. After that the user can log in to Engage.

You can edit and delete a user by clicking the three dotsat the beginning of the user row .

If you want to use two-factor authentication when users login to Engage, click on the top right and activate the 2FA in the dialogue.

See more:

article Manage your Sinch Engage team in Settings