Inviting Staff and Clients (manual)
Importing Staff and Clients (batch upload)
Manage users
- Edit a user's account details (change mobile or email)
- Check your Pending(Draft) Invitations
- Understand roles and permissions
- Edit a user's profile details (change name, number or email in profile)
- Edit a user's role
- Suspend a user
Manage client teams (previously contact books)
- Client chat mode (Single or Team mode) (Coming soon)
- Prepare your Client Teams CSV for Migration
- Migrate Your Contact Books To Client Teams
- Add client team members (add to contact list)
- Remove client team members
- Import client team members(CSV)