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Invite agents & Update roles

Get started in the platform by inviting agents into the platform to help manage your new WhatsApp channel.

Updated over 2 weeks ago

πŸ’‘ An agent is a charles user who can be invited as an Admin or to manage Conversations, Studios and Settings.

Go to Settings β†’ Agents & Roles

  1. Click Add Agent. A pop-up will appear

  2. Add the name & email and assign permissions
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  3. Click Save & Invite

The new agent will receive an email (make sure to check the spam folder).

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