Workspace roles

What is a Workspace role?

Role is the way the app determines one of the following roles.

• User (team or staff member).
  Users are listed under the Users list, and are part of your team. They can be assigned with conversations and add replies and comments.
• Contact (customer, end user).
  Contacts are usually your customers and are listed in the Contacts list. A Contact is a customer that can join your workspace and perform actions from Replypad.

Change role

Workspace administrators can change the roles from being customers to team members and the other way around:

1. To change the user role, you should be a workspace administrator.
2. Click the Gear icon on the top-right corner and select Users or Contacts from the popup menu , depending on the current role they have.
3. Hover over the role, and click Change that appears on the right.
4. Select the role you need and click Save to save your changes.
5. The user or contact will now appear in the list you have assigned their role to – Users or Contacts.