How to invite your team and set roles and permissions in Samvaads

What you need

Steps

1. 1

   Open Users

   Go to Admin → Team & access → Users. Every person is listed with their role and status; from a row you can resend the activation email or set a password.

   

2. 2

   Add a user

   Choose New user. Pick the user type (Full Time, Incidental or Associate), enter their name and email, then choose at least one role and a group. Work details and locale are optional. They get an activation email to set their password.

   

3. 3

   Pick the right role

   Under Admin → Team & access → User roles, the default roles are Super Admin, Admin, Group Admin, User (the default agent role) and Collaborator. People get the union of all their roles, so keep each role focused on one job, and create your own with New role.

   

4. 4

   Fine-tune permissions per module

   Edit a role to grant Read, Write, Delete and Manage per module, such as tickets, conversations, contacts or the knowledge base, and set how much data each action reaches: the person’s own records, their group’s, or all of them.

   

5. 5

   Invite outside collaborators

   Partners, vendors or client contacts can be added under Collaborators. They sign in like agents but only see a ticket or chat once an agent tags them with @name in a note, and get no other access to your workspace.

   

6. 6

   Require MFA

   In Admin → Team & access → Sign-in security, switch on Require authenticator app and set how long people have to enroll. You can also require an emailed sign-in code after password sign-ins; Google, Microsoft 365, SSO and mobile sign-ins skip it.

   

Frequently asked questions