How to select the right 'user type' for each team member.
When creating or editing a user on your team, you can choose from 3 different user types:
Sales Agents will be able to:
- Create questions with one-click replies and add it to their emails.
- Save questions to be used as templates.
- Share saved questions with their team.
- View saved questions stats.
Administrators have access to all the regular Sales Agent features, but are also able to:
- Manage other users (create, delete, edit).
Owners have access to all the Administrators features, but are also able to:
- Manage the billing options.