How to select the right 'user type' for each team member.


When creating or editing a user on your team, you can choose from 3 different user types:




Sales Agent


Sales Agents will be able to:


  • Create questions with one-click replies and add it to their emails.
  • Save questions to be used as templates.
  • Share saved questions with their team.
  • View saved questions stats.


Administrator


Administrators have access to all the regular Sales Agent features, but are also able to: 


  • Manage other users (create, delete, edit).


Account Owner


Owners have access to all the Administrators features, but are also able to:

    

  • Manage the billing options.