Agents & Team Management
Add and manage agents to build an effective customer support team.
Adding Agents
An Agent is a member of your Customer Communications team on ManySends. Agents will be able to view and reply to messages from your users.
Getting Started
To add agents to your ManySends account, you can use the 'Click here to invite a team member' link, as highlighted in the screenshot below. Alternatively, you can navigate from Settings → Agents.
You will be redirected to the Agents management page as shown below. Your name will be listed by default as Administrator. Administrators can access all ManySends features enabled for your account, including Settings.
Adding a New Agent
Step 1: Access Agent Management
Click on the Add Agent button on the Top Right Hand Side of the Agents page.
Settings → Agents → Add Agent
Step 2: Enter Agent Details
A window will pop up where you can enter the Agent's details like name, role and email address.
Required Fields: Name, Email Address, Role
Step 3: Confirm Addition
Click on the Add Agent Button to confirm. You will see an Agent Added Successfully message. This agent will be enlisted on your Agents management page now.
How to Modify or Delete an Agent
Agent Roles
Administrator
- ✓ Full access to all features
- ✓ Can manage billing and settings
- ✓ Can invite/remove team members
Agent
- ✓ Can view and respond to conversations
- ✓ Can access assigned inboxes
- ✓ Cannot modify settings
Supervisor
- ✓ Can view all conversations
- ✓ Can manage agents in their teams
- ✓ Limited access to settings
Best Practices
- ✓Use roles appropriately to maintain security and proper access control
- ✓Regular training for new features and best practices
- ✓Monitor activity and performance metrics
- ✓Clear communication about responsibilities and expectations
Still need help?
Can't find the answer you're looking for? Our support team is here to help.