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.