Manage Bot Users -

Users are managed in the Emplifi platform's account settings, where you can add new users, configure user details, or delete users.

To access user settings:

1. In the bottom-left corner of the Emplifi platform, click Settings.

2. In the settings menu, select Users.

Add a new user

1. In the top-right corner of the page, select + Add user.

2. Fill in the user's information in the following fields:

   • Email: Enter the user's company email address. The invitation to create an account will be sent to this address.

   • Job role

   • First name

   • Last name

   • Account role: Select the account role assigned to this user. This will determine the user's permissions within the system. For more information, refer to Account Roles.

   • Default profile role

   • Assign to group

   • Assign all profiles from account to this user

3. Click Send invitation.

Configure user settings

1. On the Users page, select the user that you would like to edit. The User details section appears on the right.

2. Configure the following settings:

   • Job role

   • Specific position (optional)

   • Account role: Select the account role assigned to this user. This will determine the user's permissions within the system. For more information, refer to Account Roles.

   • Default profile role for newly added profiles

Delete a user

1. On the Users page, find the user that you would like to delete.

2. In the relevant user’s panel, tick the checkbox to the left of their name.

3. At the bottom of the page, click Remove.