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Admins have access to everything Agent Builders have and they can also:
Access the workspace company’s profile where they can manage their profile the organization’s details and users by going to Administration > WorkspaceMy organization.
Manage billing by going to Administration > Billing.
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Once the account is activated, the admin can begin setting up the company workspace.
Managing your
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organization
Set up your company’s profile
We recommend you set up your company’s profile by going to Administration > Workspace My organization > Account Details.
Here, you can:
Modify the name of your company;
Add your company address;
Add your company’s website;
Set a default timezone;
Set a default currency.
Inviting users to your
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organization
There are two ways to invite a new user to your workspaceorganization.
#1 - You can send a direct invitation by giving the user’s information:
Go to Administration > Workspace My organization > Users;
Click the Invite user button;
Provide the email address, the full name, and, optionally, the phone number of the user you wish to invite.
Select the role of the new user: Admin, Agent Builder, or User.
Click Invite.
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#2 - You can send an invitation link:
Go to Administration > Workspace My organization > Users;
Click the Invite user button;
Click the Copy invite link in the Invite with link section.
Give the link to the people you wish to invite.
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You can manage current users of your workspace by going to Administration > Workspace My organization > Users and clicking on the three dots icon next to a user.
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Admins can view the audit logs by going to Administration > Workspace My organization > Audit Logs.
Here, you can monitor the actions made by the users of the workspace, such as who added users, who logged in, who activated their account, etc. You can also download the entirety of the logs in an Excel sheet if needed by clicking the Download button.
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