Use the User Management tab in Account Settings to create users, control login access, and manage team assignments.
User Management Overview
The user list is grouped into sections so you can quickly find who needs attention:
- Managed: Login Access - users who can sign in
- Managed: Agent Only - users used for scoping/reporting only
- Inferred / Unassigned - AI-inferred names with activity but no login/team setup yet
You can search by user name or login email from the search bar at the top.
Add a User
- Go to Account Settings and open the User Management tab
- Click Add User
- Enter User Name
- Set Login Access:
- ON: user can sign in and receives an invite email
- OFF: user is created as agent-only (no invite)
- If Login Access is ON, enter the user’s Email
- Select at least one Team
- Click Send Invite (or Create Agent Only)
Team assignment is required when creating a user.
Manage an Existing User
- Find the user in the list
- Click Manage
- In the dialog, update:
- Login Access toggle
- Email (when login access is enabled)
- Teams assignment
- Click Save Changes
You cannot remove your own login access from this dialog.
Login Access Types
| Type | Behavior |
|---|
| Login Access | User can sign in and appears with an associated login email |
| Agent Only | User cannot sign in; used for team scoping and reporting |
Inferred / Unassigned Users
The Inferred / Unassigned section helps you clean up transcript-detected names that are not fully configured yet.
Use Show to expand this list, then convert relevant entries into managed users by opening Manage and assigning teams/login access. 
