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Grant Access

Grant access settings are used to set role or agent access as an administrator, supervisor, or agent in a workspace. This allows setting different levels of access based on the roles or responsibilities each team member has.

Setup Grant Access

  1. Select Grant Access on workspace settings.

  2. Select role (administrator / supervisor / agent).

    select role

  3. You can give each role specific access by toggle to activate access to the menu.

    give each role specific access