User Management

Teamwork makes dream work, read on to learn how to add your teammates onto SleekFlow!
User Management Tab

View all your team members, along with their basic information and roles under the "User Management" tab by accessing the Settings button on the top right.

User Management:

Adding Users

Learn how to invite teammates to SleekFlow

To invite a new user, click on the white "+ Invite User" button on the top right-hand corner of the screen.

A popup to invite users will appear. Choose the correct role, select the Expiration date and press the "Copy" button and paste the link for your team to register their accounts.

Agent Roles

Admin: Can access ALL contacts, conversations and modules. He/ she can also set log-in credentials or update other users' roles.

Team Admin: Can only access all contacts and conversations (of all members) within the team, but not able to access information in other teams. Channels and Automations features are also hidden.

Staff: Can only access contacts and conversations assigned to him/ her, and other unassigned conversations. This role only has access to inbox and contacts.

Every role shall see their mentioned note and have access to specific conversations within 48 hours.

One user can be a member across different teams, but they can only be set as one role.

Please note that you can only select Teams and the Team Admin role when you are subscribed to the Premium Plan.

You can also press the bottom left of the pop up to directly send an invitation email

Once all fields have been filled in, click on the blue "Send Invitations" button at the bottom of the popup.

Pending User Acceptance

The new team member will be added to the list of users with a "Pending" tag. The "Pending" tag indicates that the team member has not accepted the invite and created an account on SleekFlow.

Invitation Email

An invitation email will be sent to the respective team members' email inbox.The invited team member should check both the email and junk or spam folders for the email invitation to join the team on SleekFlow. To join the team, simply click on the blue "Join" button in the email.

Sign Up

The new team member will be redirected to SleekFlow and will have to create a SleekFlow account in order to be added to the team. Fill in all the basic information and then click on the blue "Join SleekFlow" button at the bottom.

New Team Member Added

Once that is done, the new team member will be added to your list of users.

Editing Roles

Editing User Roles

To edit a team member's role and basic information, hover over the team member's name and click on the "Edit" button.

Make changes such as editing the team member's profile picture, basic contact information, phone number, time zone, teams and user role.

Admins can see all conversations in the company Team Admins can see all conversations within their team Staff can only see conversations assigned to them.

Once all edits have been completed, click on the blue "Save" button on the top right-hand corner of the screen.

Remove Users

Editing User Role

To remove a user, hover over over the team member's name and click on the white "Remove User" button.

Click on the white "Remove User" button on the top right-hand corner of the screen, next to the blue "Save" button.

Upon clicking on the white "Remove User" button, a popup to confirm the team member's removal will appear.

Click on the blue "Yes, remove" button to complete the removal of the team member from SleekFlow.

Click on the white "Cancel" button to abort the removal of the team member and return to the team member's basic information screen.