Assign a role

Users are searchable by name or email address. Teams are searchable by their assigned team name.

Add a user or team

To add a user or team:

  1. On the Bots tab, click the Add users button on the top right of the page
  2. Select the role you want to assign them
  3. Begin to type in the user name or team name into the search box, and dropdown list of available users will appear
  4. Click on the user or team you would like to add
  5. Click the Add users button on the top right of the page

Remove a user or team

To remove a user or team:

  1. On the Bots tab, navigate to the name of the user or team you would like to remove
  2. Click on Remove to remove any roles assigned to the user or team
  3. Confirm the action by clicking the red Remove button on the confirmation modal, or click Cancel
  4. Upon clicking Remove, the user or team role is then removed

Change user or team role

To change a bot role, complete the following steps:

  1. In Automation, click on the Bots tab
  2. To select a bot, you can either click on the name of the bot for which you would like to assign a role, or hover over the ellipses icon and click Mange users when it appears
  3. A list of users for a bot is presented in table format, along with their email address and assigned role. To change the role of a current user, click on the Role text box and select a new role for the user or team