For the complete documentation index, see llms.txt. This page is also available as Markdown.

Users

Invite and manager users to your workspace.

Users are the people with access to the Proto workspace — administrators, live agents, and observers.

Go to Settings → Workspace → Users.


Column
Description

Name

Display name

Email

Email address

Teams

Teams the user belongs to

Teamspaces

Teamspaces the user has access to

User role

Assigned role

Availability

Available to receive new chat assignments

Status

Online or Signed Out

Select a user's row to update their role, teams, or teamspace access. To remove a user, select one or more checkboxes → Remove User → confirm.

Shows pending invitations not yet accepted.

Invite a user

  1. Select Invite User.

  2. Enter the user's email address.

  3. Assign a user role, and optionally assign teams and teamspaces.

  4. Select Send Invite.

The invited user receives an email to accept and set up their account. Select the invite in the table to resend or cancel it.

Automatically signs users out after a period of inactivity.

Setting
Description

Enable idle logout

Toggles the feature on or off.

Idle timeout

Inactivity duration in minutes before automatic sign-out.

Select Save to apply changes.

Last updated