User Management
Invite team members, assign roles, and manage user access across your Replyn organization.
User Management lets you control who has access to your Replyn organization and what they can do. You can invite new team members, assign roles with different permission levels, and remove users when needed.
User Roles
Replyn has three user roles, each with a different level of access:
Admin
Admins have full access to all features and settings. They can manage users, configure organization settings, access all reports, and perform any action within the platform.
Member
Members have access to most features but cannot modify organization-level settings or manage other users. They can view reports, manage contacts, handle conversations, and work with ecommerce or clinic features.
Agent
Agents have the most restricted access. They can handle conversations assigned to them, view contact details relevant to their work, and access their own performance metrics. Agents cannot access organization settings or full reports.
| Permission | Admin | Member | Agent |
|---|---|---|---|
| Manage organization settings | Yes | No | No |
| Invite and remove users | Yes | No | No |
| Access all reports | Yes | Yes | Own only |
| Manage contacts | Yes | Yes | View only |
| Handle conversations | Yes | Yes | Assigned only |
| Manage ecommerce/clinic | Yes | Yes | No |
| Configure channels | Yes | No | No |
Inviting Team Members
Navigate to User Management
Go to Settings > Users from the sidebar.
Click Invite User
Click the Invite User button in the top-right corner of the page.
Enter the user's email
Type the email address of the person you want to invite. You can invite multiple users at once by adding multiple email addresses.
Select a role
Choose the appropriate role for the new user: Admin, Member, or Agent.
Send the invitation
Click Send Invite. The user will receive an email with a link to join your organization.
Invited users must click the invitation link and create an account (or sign in with an existing account) to join your organization. Invitations expire after 7 days.
Managing Existing Users
Changing a User's Role
To change a team member's role:
- Navigate to Settings > Users.
- Find the user in the list and click the role dropdown next to their name.
- Select the new role.
- Confirm the change.
Removing Users
To remove a user from your organization:
- Navigate to Settings > Users.
- Find the user and click the menu icon (three dots) next to their name.
- Select Remove User.
- Confirm the removal.
Removing a user revokes their access immediately. Their conversations and activity history are preserved but will no longer be assigned to them. This action cannot be undone — you will need to send a new invitation if you want to re-add the user.
