How to Add and Manage Team Members in ZazzyAgent

ZazzyAgent is not only for one-person businesses.

Once multiple people need to manage conversations, build automations, or access customer information, you need a way to control who can access what.

The Team Member system lets you create individual user accounts for your staff and assign appropriate permissions.

Instead of giving everyone full access, you can give each person the tools they actually need.

Why create individual team members?

Suppose your business has:

• Sales

• Customer Support

• Marketing

• Automation/Technical staff

They don't necessarily need access to the same parts of ZazzyAgent.

For example:

A support agent may need Live Chat and subscriber access.

A developer may need API and integration access.

A marketing employee may need broadcast access.

Individual accounts make this separation possible.

What can you control?

Depending on the role and configuration, you can control:

• Which features a user can access

• Which connected bots they can manage

• What they can create

• What they can edit

• What they can delete

• Whether they can use special/advanced functions

• Whether they can see only their assigned live chats

• Whether their account is active

Step 1: Open User Manager

Open the account administration area in ZazzyAgent.

Go to:

User Manager

This is where team members are created and managed.

Step 2: Create a new team member

Choose:

Create

and select the option for creating a new team member.

Step 3: Enter the user's information

Fill in the requested account details.

These can include:

• Full Name

• Email

• Mobile

• Password

• Confirm Password

• Address

Use the team member's own email rather than sharing one login between several employees.

Why shouldn't everyone use the same login?

Shared logins make access management much harder.

If someone leaves your company, you can't simply disable their individual account if everyone uses the same credentials.

Individual accounts also make it easier to control permissions.

Step 4: Assign a Team Role

Select the appropriate Team Role.

For example:

Support Agent

or:

Sales Manager

Roles determine what the person can access.

See How to Create Team Roles and Permissions in ZazzyAgent.

Step 5: Restrict bot access

If your account contains multiple bots or connected channels, you can specify which ones the team member is allowed to manage.

For example:

Support employee → Support WhatsApp bot

Instagram employee → Instagram bot

This is especially useful for agencies or businesses managing multiple customer-facing channels.

See How to Restrict a Team Member to Specific Bots.

Step 6: Configure Live Chat access

You may also see:

Allow Only Assigned Chat in Livechat

When enabled, the team member is restricted to the conversations assigned to them rather than having unrestricted access to all live conversations.

This is useful when many agents work in the same inbox.

Step 7: Set the user status

A team member can be active or inactive.

Use:

Active

when the person should have access.

Use:

Inactive

when you temporarily want to disable access without deleting the account.

This is useful when:

• An employee is on leave

• A contractor's access should be paused

• Someone changes departments

• You're testing permissions

Step 8: Save the user

Save the new team member.

They should now appear in the User Manager list.

Edit a team member

Open User Manager.

Find the appropriate person.

Choose:

Edit

You can then update things such as:

• User information

• Team Role

• Allowed bots

• Live Chat restrictions

• Status

Change someone's role

Suppose:

Rahul was a Support Agent.

He is now moving to Sales.

Open his user account.

Change the Team Role to the appropriate sales role.

His permissions then follow the new role configuration.

Deactivate instead of deleting

If you aren't sure whether the account should be removed permanently, deactivate it.

For example:

Employee leaves for two months.

Use:

Inactive

rather than immediately deleting the account.

Delete a team member

Delete the account when it should no longer exist.

Before deleting, consider whether the user currently owns:

• Conversations

• Automation work

• Important configuration

• Other operational responsibilities

Reassign anything necessary first.

Example: Small business

You might have:

Owner

Full access.

Sales Agent

Sales and customer conversations.

Support Agent

Support and assigned live chats.

Developer

Integrations and automation.

Each person sees the tools appropriate to their job.

Example: Agency

An agency may manage several client bots.

A team member can be restricted to the appropriate bots rather than receiving access to every client workspace.

This reduces accidental changes to another client's setup.

Team member vs human assignment

These are related but different.

Team Member

is a user who has access to ZazzyAgent.

Human Assignment

is the act of assigning a customer conversation to that user or their team role.

For example:

Sarah exists as a team member.

Then:

An AI Agent assigns a support conversation to Sarah.

Team member vs Team Role

Another important distinction:

Team Member

= person.

Team Role

= permission set.

For example:

Team Role
Support Agent
      ↓
Team Members
Rahul
Priya
Amit

All three people can share the same permission structure.

Review users regularly

As your business grows, periodically review:

• Active users

• Inactive users

• Roles

• Bot access

• Live Chat access

Old permissions are easy to forget.

Common mistakes

Everyone receives full access

Create appropriate roles instead.

Employees share one account

Create individual users.

Agent can access the wrong bot

Review allowed-bot settings.

Former employee still has access

Deactivate the account.

Agent sees every conversation

Check whether Allow Only Assigned Chat in Livechat should be enabled.

Recommended structure

Business
   ↓
Team Roles
   ↓
Team Members
   ↓
Bot Access
   ↓
Live Chat Access

This creates a much cleaner permission structure than managing access person by person without roles.

The key idea

A Team Member answers:

Who can use ZazzyAgent?

A Team Role answers:

What can they do?

Bot access answers:

Which bots can they work with?

Live Chat restrictions answer:

Which conversations can they see?

Keep those four concepts separate and team management becomes much easier.