As an Administrator, you'll have special access to a section called 'Members' within your settings, where you can configure your team access settings. You will be able to add new members here as well as resend an invite, edit their profile, or remove them from the organization’s instance of Pathlight.
How to Add New Member
- Once logged in, go to your account's Profile setting in the bottom left-hand corner of your screen.
- Select the account's Settings tab.
- Select the Members tab.
- Click New member on the right side of the page.
- Fill out the new User's information under Details. Make sure to check the checkbox next to the Invite so that an email invitation will be sent to the registered email of the User, and click Save.
Full name User's complete name, typically including their first name and last name. Email User's work email address. Title User's job or role within the organization. Teams The team that the User is in. Timezone Users timezone. Hired date Start date of employment Mobile User's cellphone number CI Role User level of access to CI
We have three main roles in our Communication Intelligence (CI) system: CI Admin, CI Leader, and CI Agent. Each role has different access levels to help do the job effectively.
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CI Admin |
They have full access to all conversations in the CI tab. They can also access the Configuration tab, where they can create queries, and the Settings tab to manage the QA template, CI Pipeline, and update Members. |
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CI Leader |
They have the ability to view all conversations within the CI tab. |
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CI Agent |
They only have limited access to the CI tab, where they can only access their own conversation. |
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How to Archive/Delete Users
If a team member is no longer part of your organization, you can either Archive or Delete their account. Archiving a user is a temporary and reversible action that maintains the user's data while deleting a User is a permanent action that removes all their data from the system.
- Once logged in, go to your account's Profile setting in the bottom left-hand corner of your screen.
- Select the account's Settings tab.
- Select the Members tab.
- Click the three dots next to the User's name.
- Select the Archive option or Delete option.
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How to Resend Invite
In some cases, new members may not receive the initial invitation when first added to the system. It's important to note that accepting the invitation is vital to completing the account setup and successfully accessing the platform. Resending the invitation is a simple process and can be accomplished by following these steps.
- Once logged in, go to your account's Profile setting in the bottom left-hand corner of your screen.
- Select the account's Settings tab.
- Select the Members tab.
- Click the three dots next to the User's name.
- Select the Resend invite.
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We hope this was helpful! Please submit a ticket here if you have any questions or need further assistance.