Invite and manage your team's agents

📍 Where to find it: Settings → "Account" group → "Agents"

Agents are the people who reply to customers in Madyis Hub. This screen lets you invite new colleagues, assign them a role and manage existing accounts.

How it works

You invite an agent by email and assign them a role (Administrator, Agent, or a custom role). The agent receives an invitation to confirm. Until they confirm, their status is "pending verification". The list shows each person's role, email and availability.

Step by step

1. Go to "Settings" → "Account" group → "Agents".
2. Click the add-agent button.
3. Enter the name and email, choose the role (Administrator, Agent or a custom role), then send the invitation.
4. The agent confirms via the email they receive; their status then changes from "pending" to "verified".

Good to know

• The number of agents may depend on your plan: see billing.
• An administrator has all rights; an agent has limited access to conversations.
• You cannot remove the last verified administrator of the account.