Invite, Add and Manage Members

Add team members / additional users, assign the members to an inbox, and manage the user's role.

You can easily add additional users and team members that you upgraded for by following these easy steps. 
From your Clerk application, Navigate to Settings, and click on the Members option. Enter the user email address and press enter.
Your team member will receive an invite in their email inbox. Once they accept, they will be able to access the Clerk account. 
Assign Members to an Inbox
From your Clerk application, Navigate to Settings, and click on the Members option. You will see a list of all your active members. Select the user and assign the inbox from the dropdown menu. 
A checkmark indicates the inbox assigned to the user. They will be assigned to that particular inbox/number. Now they can start sending & receiving SMS with that number. 
Manage Member Roles
You can assign roles to your users. Roles indicate the user's level of control and access. To assign a role to a user navigate to Settings, and click on the Members option. You will see a list of all your active members. Select the user and assign the role from the dropdown menu. 
Roles and Permissions
Roles indicate the user's level of control and access. Assign Roles to manage your users, each Role has a different level of access. The available Roles are: Admin, Agent, Manager, and Member. 
Permissions for the Admin role:
 - Add Inbox
 - Modify Billing
 - Modify Private Inbox
 - Modify Public Inbox
 - Modify Team
 - Modify Team Member
 - Remove Inbox
 - Remove Team Members
 - Update Contact
 - Update Property
 - View Private Inbox
 - View Public Inbox

Permissions for the Manager role:
 - Add Inbox
 - Modify Private Inbox
 - Modify Public Inbox
 - Modify Team
 - Remove Inbox
 - Remove Team Members
 - Update Contact
 - Update Property
 - View Private Inbox
 - View Public Inbox

Permissions for the Agent role:
 - Modify Public Inbox
 - Remove Team Members
 - Update Contact
 - Update Property
 - View Public Inbox

Permissions for theMember role:
 - Modify Public Inbox
 - Update Contact
 - Update Property
 - View Public Inbox

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Last modified 19d ago