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
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.
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. |
CI Leader | They have the ability to view all conversations within the CI tab. |
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 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.
Another way to resend an invite is to click on your Profile and then select Signed in as.
Search the User's name or email under Dashboard and click Invite to Pathlight/ Resend invite.
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How to Add or Change Team/Group
As your organization grows, you will accumulate new team members and may need to add new teams/groups within your organization chart. Adding teams/groups within the platform in a few simple 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.
Look for the User's name on the Members page.
Click the three dots next to the User's name and select Edit profile.
Type the team/group name that the User will be assigned.
Once you are satisfied with your new team/group - Save your adjustments
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How to Remove User
If a team member leaves your organization, you have the option to remove them from their team without deleting or archiving their account.
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.
Look for the User's name on the Members page.
Click the three dots next to the User's name and select Edit profile.
Delete the team that the User is assigned to and click save.
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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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We hope this was helpful! Please submit a ticket here if you have any questions or need further assistance.