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Handling live agents

Managing human users

The Human Users tab is where you manage the people who can access the Robylon platform. Here, you can view all active users, assign roles, and control permissions.

Roles & Permissions

Each user is assigned a role that defines their level of access:

Role Chats & Tickets Settings Access API Keys Billing
Agent Only their assigned chats/tickets
Supervisor All chats and tickets
Admin All chats and tickets ✅ (settings access)
Super Admin Everything

Add a New Human User

Navigate to Human Users

Go to Teams → Human Users in the sidebar.

Click Add New User

Press the Add New User button.

Enter Details

Provide the name and email of the new user.

Assign Channels & Role

  • Select which channels (chat, voice, tickets) the user can access.
  • Assign one of the roles: Agent, Supervisor, Admin, or Super Admin.

Send Activation

The user will receive an activation email at the provided address.


Best Practices

  • Assign Agent roles to frontline staff handling conversations.
  • Use Super Admin roles sparingly (e.g., senior platform owners).
  • Rotate or disable inactive accounts to maintain security.
  • Review user roles quarterly to ensure compliance.