Users and Teams

Manage users. Invite team members, assign roles, and control user permissions.

Entrance: Settings> User & teams

Default Roles

YCloud provides 6 system roles which are Admin, Operator, Developer, Inbox Manager, Service, Sale.

The permissions of default roles can be viewed by clicking Check permissions when inviting users, and system role permissions cannot be edited. If you need custom permissions, please create a custom role.

Customized roles

Customized roles are only available for Pro or higher versions.

You can create your roles and configure different permissions for those roles. Creation tutorial:

1. Visit User & teams, and click Add roles.

1. Configure the role info including Role name, Description, and Permissions.

   You can choose a system role for quick configuration and make permission changes based on it. Save after finishing the settings.

Inviting Users

In Teams, the system supports setting up Team supervisors for each Team. Users with this role can supervise team members’ conversations Inbox and calls in Calling.

Inviting Users

To add users to your account, follow these steps:

1. Visit User & teams and click the "Invite user" button on the page.

1. Fill in the basic information of the member to be invited and click the "Add" button. The system will send an activation email to the member's email.

1. Team members accept the invitation

Members find the corresponding activation email and click the "Activate Account" button to accept the invitation and complete the account activation.

PS: If the member's status is pending for a long time or if they have not received the invitation email, you can click the "Resend" button.

Deleting Users

Click the "Remove" button corresponding to the user row to permanently remove the user.

Editing Users

Modify user role

Click the edit button in the operation area, and in the pop-up window, you can modify the role and team corresponding to the user. The user's email cannot be modified. After making the changes, click Edit.

Set Reception Capacity In the operation area, click on Agent capacity to set the reception limit. Once the reception limit is set, if the number of ongoing conversations for a user has reached the specified limit, new conversations will not be automatically assigned to that user and will instead move to the Unassigned.

Transferring Ownership

The Admin Owner identity cannot be deleted, but due to job changes, when it is necessary to transfer the Admin Owner identity of the account, the following operations can be performed:

1. The operation needs to be performed by the Admin Owner himself, click the "Transfer Ownership" button in the operation area of the object to be transferred.

2. Click confirm in the pop-up window.

3. Your identity will become Admin, and then you can follow the instructions for deleting users to delete the user.

Enabling 2FA for All Members

To better protect account security, if users have not enabled 2FA, the account administrator can set the 2FA verification switch to require all members to perform 2FA verification when logging into the enterprise account.

Creating and Managing Teams

To add users to your account, follow these steps:

1. Visit User & teams and click the "Add a team" button on the page.

2. Fill in the team name in the pop-up window and add relevant users.

3. If necessary, you can select Team supervisors for the team(have to be selected from team agents), and multiple selections are supported. The team supervisor can view the conversation messages or voice messages of all members in the team in the Inbox and Calling function modules.

4. Edit the team's name、agents、supervisors or delete it through the buttons in the operation column.