> ## Documentation Index
> Fetch the complete documentation index at: https://docs.connectly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# User Management

> Add users, assign roles, and control who can access what in your workspace 👥

User Management is where workspace owners add and remove team members and control what
each person can do.

## Open User Management

Click your profile icon at the bottom-left of the sidebar, then select **Settings**.

<img src="https://mintcdn.com/connectly/0zAgFx9j4shRZ_Gz/images/users/settings-menu.png?fit=max&auto=format&n=0zAgFx9j4shRZ_Gz&q=85&s=fc12373d4b01982f6acb6e634f5a2845" alt="Profile menu showing Switch Business, Settings, and Logout options" className="mx-auto" style={{ width:"35%" }} width="436" height="490" data-path="images/users/settings-menu.png" />

In the Settings sidebar, click **Users**.

<img src="https://mintcdn.com/connectly/0zAgFx9j4shRZ_Gz/images/users/settings-sidebar.png?fit=max&auto=format&n=0zAgFx9j4shRZ_Gz&q=85&s=36c20b0d10b06470fbbd3e839e7fa2fa" alt="Settings sidebar with Users highlighted" className="mx-auto" style={{ width:"28%" }} width="320" height="792" data-path="images/users/settings-sidebar.png" />

The Users page shows your team members in a sortable table with their **name**, **email**,
and **role**. You can sort by Name or Role using the column headers.

<img src="https://mintcdn.com/connectly/0zAgFx9j4shRZ_Gz/images/users/user-list.png?fit=max&auto=format&n=0zAgFx9j4shRZ_Gz&q=85&s=8e4d5a36492c9fd50ade7bec090bd5bb" alt="Users page showing 84 Users, the Add User button, and a user row with name, email, and role" className="mx-auto" style={{ width:"80%" }} width="2622" height="312" data-path="images/users/user-list.png" />

<Note>
  Only **Owners** can add users, change roles, or remove users. Everyone else sees the
  user list in read-only mode.
</Note>

## Roles

Every user has exactly one role. The role determines which parts of Connectly they can
access.

| Role          | What they can do                                                                                         |
| ------------- | -------------------------------------------------------------------------------------------------------- |
| **Owner**     | Full access — including API keys, user management, and every feature in the sidebar.                     |
| **Marketing** | Full access — **except** API keys and user management.                                                   |
| **Agent**     | Inbox, Teams, and personal Settings only. Agents see only conversations assigned to them or their teams. |
| **Analytics** | Analytics dashboards and reports only. No access to Inbox, Campaigns, or Settings.                       |

### Feature access by role

| Feature           | Owner | Marketing | Agent | Analytics |
| ----------------- | :---: | :-------: | :---: | :-------: |
| Inbox             |   ✅   |     ✅     |   ✅   |     —     |
| Campaigns         |   ✅   |     ✅     |   —   |     —     |
| Automations       |   ✅   |     ✅     |   —   |     —     |
| Audiences         |   ✅   |     ✅     |   —   |     —     |
| Analytics         |   ✅   |     ✅     |   —   |     ✅     |
| AI Agents / Sofia |   ✅   |     ✅     |   —   |     —     |
| Tools             |   ✅   |     ✅     |   —   |     —     |
| Templates         |   ✅   |     ✅     |   —   |     —     |
| Sign-up Units     |   ✅   |     ✅     |   —   |     —     |
| Teams             |   ✅   |     ✅     |   ✅   |     —     |
| Settings          |   ✅   |     ✅     |   ✅   |     —     |
| User Management   |   ✅   |     —     |   —   |     —     |
| API Keys          |   ✅   |     —     |   —   |     —     |

<Tip>
  Roles control workspace-level access. Team membership controls **which conversations**
  an agent sees inside the Inbox. See [Teams](/teams-and-stores/teams) for details.
</Tip>

### What each role can do in detail

<AccordionGroup>
  <Accordion title="Owner — full workspace administrator">
    Owners have unrestricted access to every feature. On top of what Marketing users can do,
    Owners are the only role that can:

    * **Manage users** — add, remove, and change roles from Settings → Users.
    * **Access API keys** — view and manage secrets in Settings → Secrets.
    * **Configure notifications** — set up notification preferences in Settings → Notification
      Settings.
  </Accordion>

  <Accordion title="Marketing — full access without admin controls">
    Marketing users see every section in the sidebar and can manage day-to-day operations:

    * **Inbox** — view all conversations, assign and reassign tickets, reply, resolve, and
      reopen.
    * **Campaigns** — create, schedule, and send broadcast campaigns.
    * **Automations & Flows** — build and manage automation workflows.
    * **Audiences** — create and manage customer segments.
    * **Analytics** — view all dashboards and reports. Cannot edit report configurations.
    * **AI Agents / Sofia** — configure AI agents and Sofia AI.
    * **Templates** — create and manage message templates.
    * **Tools & Sign-up Units** — manage external tools and registration forms.
    * **Teams** — create teams, add members, and manage folders.
    * **Settings** — access General, Integrations, Quick Replies, Campaigns, Users (read-only),
      Inbox, Teams, and widget settings.

    **What Marketing cannot do:**

    * Add, remove, or change user roles (read-only on the Users page).
    * Access API keys (Secrets tab is hidden).
    * Edit analytics report configurations.
  </Accordion>

  <Accordion title="Agent — inbox-focused with scoped visibility">
    Agents are designed for frontline work. Their sidebar shows only **Inbox**, **Teams**, and
    **Settings**.

    **Inbox access:**

    * Agents see only conversations **assigned to them or their teams** — not the full
      conversation list.
    * The **All** and **Sofia AI** tabs are hidden. Agents work from **My Tasks** and
      **Requires Agent**.
    * Agents can reply, resolve, and reopen their assigned tickets.

    **Settings access:**

    * **General** — edit their own profile and change their password.
    * **Quick Replies** — view and use quick replies.
    * **Integrations**, **Campaigns**, **Inbox**, **Teams**, **Whatsapp Widget** — visible
      but may be read-only depending on the setting.
    * **Users** — visible in read-only mode (no add/remove/change role).
    * **Secrets** and **Notification Settings** — hidden.

    **What Agents cannot do:**

    * See conversations outside their assignment scope.
    * Create or manage campaigns, automations, audiences, or templates.
    * Access analytics dashboards (except their own performance if the page is reachable).
    * Manage users or access API keys.
  </Accordion>

  <Accordion title="Analytics — reports and dashboards only">
    The Analytics role is purpose-built for users who need data without operational access.

    * **Analytics** — full access to all dashboards, metrics, and reports. Can edit and
      customize report configurations.
    * **No sidebar sections** other than Analytics are visible — no Inbox, Campaigns,
      Automations, Settings, or Teams.

    **What Analytics cannot do:**

    * Access the Inbox or interact with any conversation.
    * Create or send campaigns.
    * Manage users, teams, or any workspace setting.
  </Accordion>
</AccordionGroup>

### Settings pages by role

Not all Settings pages are visible to every role:

| Settings page         |  Owner |  Marketing  |    Agent    |
| --------------------- | :----: | :---------: | :---------: |
| General               |    ✅   |      ✅      |      ✅      |
| Integrations          |    ✅   |      ✅      |      ✅      |
| Quick Replies         |    ✅   |      ✅      |      ✅      |
| Campaigns             |    ✅   |      ✅      |      ✅      |
| Users                 | ✅ edit | ✅ read-only | ✅ read-only |
| Inbox                 |    ✅   |      ✅      |      ✅      |
| Teams                 |    ✅   |      ✅      |      ✅      |
| WhatsApp Widget       |    ✅   |      ✅      |      ✅      |
| Webchat Widget        |    ✅   |      ✅      |      ✅      |
| Secrets (API Keys)    |    ✅   |      —      |      —      |
| Notification Settings |    ✅   |      —      |      —      |

<Note>
  The **Analytics** role does not have access to Settings at all.
</Note>

## Add a user

1. Click **Add User** at the top-right of the Users page.
2. Fill in the form:
   * **Email** — the new user's email address.
   * **Password** — a temporary password for the user's first login. They can change it
     later in **Settings → General**.
   * **Role** — choose one of the four roles. Defaults to **Agent**.

<img src="https://mintcdn.com/connectly/0zAgFx9j4shRZ_Gz/images/users/add-user-modal.png?fit=max&auto=format&n=0zAgFx9j4shRZ_Gz&q=85&s=acff4be715e0114921e07976df9d3b29" alt="Add User modal with Email, Password, and Role fields" className="mx-auto" style={{ width:"42%" }} width="574" height="580" data-path="images/users/add-user-modal.png" />

Open the **Role** dropdown to see all available options.

<img src="https://mintcdn.com/connectly/0zAgFx9j4shRZ_Gz/images/users/add-user-role-dropdown.png?fit=max&auto=format&n=0zAgFx9j4shRZ_Gz&q=85&s=9ddc05834d468b61c08533b8aabc44d5" alt="Add User modal with the Role dropdown open, showing Agent, Marketing, Analytics, and Owner" className="mx-auto" style={{ width:"42%" }} width="574" height="650" data-path="images/users/add-user-role-dropdown.png" />

3. Click **Submit**.

The new user appears in the list immediately and can log in with the email and temporary
password you set.

## Change a user's role

1. Hover over the user's row to reveal the **⋮** menu on the right.

<img src="https://mintcdn.com/connectly/0zAgFx9j4shRZ_Gz/images/users/user-row-actions.png?fit=max&auto=format&n=0zAgFx9j4shRZ_Gz&q=85&s=82803915dfd1e32279528b6702e139da" alt="User row showing the three-dot actions menu on hover" className="mx-auto" style={{ width:"80%" }} width="1484" height="210" data-path="images/users/user-row-actions.png" />

2. Click the **⋮** menu. Select the new role from the list — each option shows a short
   description and a checkmark next to the current role.

<img src="https://mintcdn.com/connectly/0zAgFx9j4shRZ_Gz/images/users/change-role-menu.png?fit=max&auto=format&n=0zAgFx9j4shRZ_Gz&q=85&s=441443849a7fc16db53fc30f9b7d0dc5" alt="Role selection menu showing Owner, Marketing, Agent, and Analytics with descriptions and a Remove User option" className="mx-auto" style={{ width:"50%" }} width="658" height="434" data-path="images/users/change-role-menu.png" />

The change takes effect immediately — no confirmation step.

## Remove a user

1. Hover over the user's row and click the **⋮** menu.
2. Click **Remove User** at the bottom of the menu.
3. A confirmation panel appears with the user's name. Click the red **Remove** button to
   confirm.

<img src="https://mintcdn.com/connectly/0zAgFx9j4shRZ_Gz/images/users/remove-user-confirm.png?fit=max&auto=format&n=0zAgFx9j4shRZ_Gz&q=85&s=d226a2920efa5c451b3a6877f3b706ed" alt="Remove User confirmation dialog asking 'Remove User: Test Agent?' with a warning message and a red Remove button" className="mx-auto" style={{ width:"75%" }} width="1242" height="730" data-path="images/users/remove-user-confirm.png" />

<Warning>
  Removing a user revokes their access instantly. This action cannot be undone from the
  UI — you would need to add them again as a new user.
</Warning>