Accounts, Teams Permissions and Users
User Levels
Team Members Team Members can access conversations, send messages, import and export data, and send blasts. Team Managers Same access as Team Members, however, Team Managers can add and remove users and change team-wide settings. Restricted Members ...
How to Add a User to Your PivotCX Team
Adding additional users with different access levels to your PivotCX team is extremely useful if you have more than one person managing your PivotCX account on a daily basis. Inviting a new User** 1. Find "Team Settings" in your navigation bar and ...
Accounts, Teams, and Users in PivotCX
PivotCX is organized as follows: Accounts Each account can have multiple teams and is where billing is managed. Accounts are associated with a user who can add and remove services. Teams Teams share a single phone number or chat identity, contacts, ...