Changing an Agent’s role

If you are on Textline's Standard plan or above and you’d like to change a team member’s role, click the Gear Icon > Organization Settings > Team Settings > Agents. Then, click the Manage button next to the Agent you’d like to adjust.

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Select their new Role from the drop-down menu, and click Update.

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If you change a role to be an Admin, their name in the list of Agents will now have a dark triangle in the upper lefthand corner:

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Learn more about the specific permissions of roles by clicking here

Watch tutorial video on Adding & Editing Agents here

 

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