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Managing Team Members and Roles on Jetlink

Jetlink allows you to effectively manage your team by inviting new members and assigning them specific roles. This setup enables smooth collaboration, ensuring tasks like customer conversations, reports, and feedback management are handled efficiently.

Steps to Add a New Team Member:

  • Navigate to the Team Members section under Settings → Team Members by clicking here.
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  • Click the Add a New Team Member button at the top left corner.


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  • Fill in the following details:
    First Name
    Last Name
    Email Address
    Team Member Role    : Select the role (Admin, Agent, Reporting, Jetbot Trainer).
    Agent Expertise (optional): Choose from the expertise dropdown and enable "Only assign from expertise" if required.


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  • Additional options:
    Team Member Can View Group Companies: Toggle this option to allow the new member to view other group companies.
    Visible Name Of The Agent: If you want a display name other than the agent's name and surname to appear on the user screen, fill in this section.
    Can Only View Assigned Conversations: Restrict the new team member to only view conversations assigned to them.
    External SSO Account: Enable if the team member uses Single Sign-On.

  • Click Save to send the invitation. The new team member will receive an email to set up their password.

Invitation Process and Role Setup:

Once the required fields are filled and saved, the new team member will receive an invitation email. They must follow the instructions in the email to set up their account and create a password. After completing this, they can access the panel.

Note: If there are no available agent seats in your account, you will be prompted to purchase additional seats after proceeding.
Understanding User Roles on Jetlink:

Here are the roles you can assign to team members:

  • Administrator: Full access to the panel, can invite new users and change user roles.
  • Agent: Can engage with customers through the conversation screen and access agent-specific settings.
  • Reporter: Can view reports and download them.
  • Jetbot Trainer: Can access and train Jetbot content.