Add users to Kustomer
Last Update: Oct 2024 • Est. Read Time: 2 MINWhen you're getting up and running in Kustomer, one of the first things you'll need to do is add members of your team so they can begin helping customers. You can manually add users to Kustomer, or advanced users can bulk import through workflows.
| Who can access this feature? | |
| User types | Admins can access the Users page. |
In this article
Add users manually
You can add users individually from the Users Settings.
- Go to Settings
> Users > Users. - Select Add User.
- Select the type of user from the drop-down menu. The available options are:
- Full-time are users that have full access to Kustomer.
- Collaborator are users that do not need full access to Kustomer, such as internal team members that might use the app to offer support on certain conversations. For more information, see Add collaborator users.
- Seasonal are users who have full access to Kustomer, but only for a specified window of time. This allows you to staff up for seasonal spikes in support traffic, like over the holidays. This user type is only available for customers who have added seasonal windows to their contract. For more information, see Add seasonal seats.
- Enter their name and email address.
- Choose the user's starting language for Kustomer.
Note: This controls what language is used throughout the Kustomer interface. This setting defaults to your organization's default language, but it may be useful to specify a different language to facilitate onboarding for a teammate who has a different primary language. After gaining access to Kustomer, users can always customize their own application language in Settings
> Personal > Preferences. - Select what they will have access to in Kustomer in the Permissions section. For more information, see Understand permission sets.
- Select Add User.
When a new user is added, they will receive an email that they've been invited to your Kustomer organization. They'll need to follow the instructions in that email to create a password and finish setting up their Kustomer account.
Deactivate a user
If a member of your team leaves temporarily or permanently, you can deactivate the user at any time.
- Go to Settings
> Users > Users. - Turn off the toggle for the user you want to deactivate. You can see a list of all deactivated users by selecting the Deactivated tab.
To reactivate a user, turn on the Activate toggle for them.
Bulk import users
It's also possible to import users in bulk using webhooks, workflows, as well as the Data Connect import feature. To learn more, check out our related articles below.