👥Users and Roles

Operator AI lets you manage your team members, assign permissions, and organize conversations by clearly defined user roles.

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👥 What Are Users and Roles?

In Operator AI:

• Users are your team members — admins, agents, managers.

• Roles define what users can see, edit, and manage inside the Operator AI dashboard.

• Permissions control access to conversations, Flows, Automations, and settings.

✅ Proper role management keeps your workspace secure, efficient, and organized.

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🛠️ How to Add and Manage Users

1. Log into your Operator AI Dashboard.

2. Go to Users.

3. Click Add New User.

4. Enter the user's details (name, email, optional phone).

5. Assign the appropriate Role (Admin, Manager, Agent, Custom).

6. Save.

✅ New users will receive an email with instructions to set up their access.

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🔑 Default Roles Available

Role	Permissions
Admin	Full access to all settings, users, conversations, Flows, billing.
Manager	Manage conversations, Flows, and Automations but no billing or user management.
Agent	Access to assigned conversations only; no ability to edit Flows, Automations, or Billing.
Custom	Build custom roles by selecting specific permissions (Enterprise feature).

✅ Role flexibility allows you to scale your team safely.

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📋 Best Practices for Managing Users

Tip	Why It Matters
Follow least-privilege principle	Only give users access to what they truly need.
Group agents by Departments	Makes routing and assignments faster and cleaner.
Rotate passwords regularly	Protects sensitive data from old user accounts.
Monitor activity logs	Track actions for security and optimization.
Review user roles quarterly	Adjust access levels as your team grows and responsibilities shift.

✅ Proper role management = better security and smoother operations.

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🧠 Advanced User Management (Optional)

Feature	Available?
Two-Factor Authentication (2FA)	✅ (Recommended for Admins and Managers)
SSO (Single Sign-On) Support	✅ (Enterprise Plans)
IP Whitelisting	✅ (Enterprise Plans)

✅ Higher security for larger or compliance-driven teams.

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🛟 Need Help?

• Explore User Management tutorials inside this documentation.

• Contact [e-mail] if you need help setting up complex role hierarchies.

• Your Success Manager can review your user permissions and suggest optimizations.

✅ We’re here to help your team stay productive and secure.

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🎯 Next Step

👉 Continue to Departments →