Managing Agents and Roles

The Agents section is where you manage agents in the MyInboxify CRM. Here you add team members, set their login and password to sign in, pause or delete them, and turn on notifications about new leads. The section is available only to the company Owner.

Roles: Owner and Agent

MyInboxify has two fixed roles that cannot be changed:

• Owner — full access: inbox, contacts, settings, team, statuses, analytics and billing.
• Agent — works in the inbox and contacts, as well as in the support chat. Settings, team, statuses, analytics and billing are not available to an agent.

What you’ll need

• Owner access to the company.
• A free seat within your plan.
• A login and password you’ve chosen for the new team member.

How to add an agent

At the top of the section you can see how many seats are taken and how many are available on your plan. To add a team member:

1. Open the Agents section in the left menu of your account.
2. Click Add agent.
3. Fill in the Login field — the team member will use it to sign in to the account.
4. Enter a Name — it’s shown in the team list and when leads are assigned.
5. Set a Password for signing in.
6. Click Create. The agent will appear in the list and will be able to sign in with their login and password.

Seat limit and plan

The number of agents is limited by your plan:

When all seats are taken, the add button becomes unavailable. To add more team members, go to the Billing section and upgrade your plan — see more in the article about plans and billing.

Managing an existing agent

Next to each team member in the list you’ll find these actions:

• Pause — temporarily disables the team member’s access without deleting them. Handy if an agent is on vacation or not working for a while. The seat stays taken in the meantime.
• Delete permanently — the team member is removed from the active list (archived), but their data and history are preserved.
• Edit — you can change the login, name or set a new password.

Telegram notifications

So that an agent receives alerts about new leads right in Telegram, enter their Telegram user id in the TG field next to the team member. A shared chat for notifications to the whole team is set separately — in the Settings → General section. How this works is described in the article about new lead notifications.

FAQ