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KB Module Guide
PROFILE & TEAM PERMISSIONS
Comprehensive guide to managing business details, team seat assignments, sub-account creation, and role-based access control.
How to update business profile & logo
Navigate to Settings > Business Profile. Here you can upload your high-resolution logo, update contact phone numbers, business address, timezone, and operational hours.
Adding sub-users & defining role permissions
Under Settings > My Staff, click 'Add Employee'. Enter their email, name, and choose between Admin or User access. You can granularly toggle permissions for Conversations, Contacts, Workflows, or Calendars.
Configuring two-factor authentication (2FA)
To enforce account security, toggle 2FA requirement for all team members under Security Settings. Employees will receive an SMS or Authenticator code upon login.