Adding an employee
A form for creating an employee account with a role choice and delivery of login details.
Architecture and functionality: Adding an employee
A form for creating an employee account with a role choice and delivery of login details.
1. Account details
The form includes a photo upload and required name, email and password fields. A job title and nickname can also be added.
2. Roles
An operator replies in their own conversations and takes new ones from Incoming. A senior operator can also take, close and transfer any conversation, while payments and settings remain with the owner only.
3. Access
A ticked checkbox sends the employee an email with the account address, login and password. The employees page behind the modal shows a counter of used Professional plan slots.