AI Sales ServiceAI Workforce

Overview

Administrative settings and organization management

What's Included

SectionDescription
AuthenticationLogin, password management
SettingsAccount, theme, language, email accounts
OrganizationTeam management, invitations
Roles & PermissionsAccess control

Who Can Access

RoleAccess Level
DirectorFull administrative access
AdminFull administrative access
Sales ManagerView only (most settings)
  • Add Email Account → Settings > Email Accounts
  • Invite Team Member → Organization > Team
  • Manage Roles → Organization > Roles