Adding Team Members

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What is the Members Section?

The Members section enables you to view, manage, and control all team members who have access to your TelaviOneChatAI workspace. From here, you can assign roles, control access levels, and define what leads and data each member can view or manage. Navigation: More → User & Teams → Members

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Benefits of Members

• Centralized access control from a single panel.
• Role-based permissions for structured feature access.
• Operational visibility over leads and conversations.
• Controlled lead assignment and distribution.
• Improved security with active/inactive status management.

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Understanding the Members Table

Inside the Members tab, you will see the following columns:

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How to Add a Team Member

1. Go to More → User & Teams → Members.
2. Click “Add Team Member”.
3. Enter the member’s name, email, and phone number.
4. Choose a Role for the team member.
5. Set Lead Visibility — whether they can view all leads or only assigned ones.
6. Configure Lead Assignment Permissions as required.
7. Create a password and set a profile icon.
8. Click “Add Team Member” to finalize.

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Edit a Team Member

1. Go to the Members tab.
2. Locate the member in the list.
3. Click the Edit icon under the Action column.
4. Update the required fields.
5. Click “Update User” to save changes.

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Remove a Team Member

1. Go to the Members tab.
2. Locate the member you want to remove.
3. Click the Delete icon under the Action column.
4. Confirm the removal.

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Manage Member Status (Active / Inactive)

1. Go to the Members tab.
2. Locate the member.
3. Toggle the Status between Active and Inactive.

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FAQs

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