Members

You can manage your team members via this menu. To add members, select the "Invite Member" button as shown in the image below. You can also add detailed information about the individual who will join your team.

If you are already on the "Manage Teams" tab, select the "Members" tab. If this is your first time using Dashboard Interaction, none of the agents will be registered in your team section. To invite several agents to be part of your team, press the "Invite Member" button.

The "Invite Member" tab will appear, consisting of two charts you must fill out. Then, you can invite someone through their active email and choose the role they will fill for your team.

Once you have filled in everyone's email and roles, proceed to the next step by pressing the "Add" button.

In the "Members" column, you can re-edit the information of people you've added to the team and remove them from the team.

Each person you have invited to be part of your team will receive an invitation email that must be validated directly by the email owner. After that, the people you invited earlier can already carry out activities on Dashboard Interaction!