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Members and Roles

Button

Description

  • Invite Member

Invite the agent owner and member

Table: Invite Member Button

Figure: Unstructured Agent Members and Roles Interface

unstructured_agent_members_and_roles_interface
Figure: Unstructured Agent Members and Roles Interface

Invite a Member to the Agent

Buttons/Fields

Description

Email Address

Enter the email address of the invitee

Add another email

Allow admin to invite more than one invitee

Agent Owner

Add as an owner of this agent who can add and manage members

Member

Add as a member for this agent

Cancel

Cancel the invitation process

Invite Member

Confirm the invitation process

__TABLE_CAPTION__Table: Buttons/Fields in the Invite a Member to the Agent Dialog__TABLE_CAPTION__

Figure: Invite a Member to the Unstructured Agent Pop-up

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Figure: Invite a Member to the Unstructured Agent Pop-up

Figure: Invited Member Displayed in the Unstructured Agent Members and Roles

invited_member_is_displayed_in_the_unstructured_agent_members_and_role
Figure: Invited Member Displayed in the Unstructured Agent Members and Roles

Role Changes

Options

Description

Bot Owner

Access all features, manage bots, invites, leads, and other team members

Member

Access only specified bots and chat history

__TABLE_CAPTION__Table: Available Options for Role Changes in Agent Members and Roles__TABLE_CAPTION__

Figure: Bot Owner and Member in Unstructured Agent Members and Roles

bot_owner_and_member_in_unstructured_agent_members_and_roles
Figure: Bot Owner and Member in Unstructured Agent Members and Roles

Deleting the Invited User

Buttons

Description

Cancel

Cancel the user deletion process

Remove

Remove or delete the invited user

Table: Buttons in the Delete Confirmation Dialog

Figure: Delete Confirmation Pop-up

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Figure: Delete Confirmation Pop-up

Figure: Success Message After Removing the Invitee From the List

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Figure: Success Message After Removing the Invitee From the List