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.