When adding new users to your Company, the first thing you need to do is activate the drop-down menu, click on your profile in the top right corner, and click on My Profile. Next, you'll need to navigate to the tab named Users, where you'll be met by the following page:
In order to add a user, you must click on the + symbol on the bottom right side. Then, you'll need to fill in the following information for the user that you want to add:
In Role, you will have three options to pick from. Commerce Manager (Agency only), Company Admin, and Customer. Each of these roles carries with them a different set of permissions, as shown here:
* If a user has access to the bot, that includes access to:
- Company NLU Items (edited in the dashboard)
- Company WH Selector (in Connections)
- Filters in Selector (in Connections)
All Bots have access to everything that is created out of the canvas on a Company level.
** Customer Users only have access to their own bots or to the bots that they have been invited to.
Additionally, you'll need to fill in a password for the new user.