User management

User management section is used to manage the internal users and their groups in the organization.

The following are the default user groups in an org.

• Admins: All organization admins.
• All Users: A dynamic group where all users of the organization are part of this group.
• Platform Users: All internal members of the organization. Any new member in the organization is added to this group by default.
• Support: All members of the support team. This may include customer success and sales. Only members of this group receive updates about conversations in the PLuG inbox.

Create a new user group

You need to be an admin to create a group.

1. In Settings > User Management > Groups, click + Create new.
2. Select the type of group you want to create (static or dynamic).
3. Fill in the group details.
4. If creating a static group, add users to the group by using their email or name.

Update a user group

Default groups cannot be updated.

1. In Settings > User Management > Groups, select the group you want to update.
2. Click Edit.
3. Make your changes and save.

Manage group members

Admins can add or remove members from any group.

Add members to a static group

1. In Settings > User Management > Groups, select the static group.
2. Click Add Users.
3. Enter the email addresses or names of the users to add.

Remove members from a static group

1. In Settings > User Management > Groups, select the static group.
2. Find the member you want to remove in the list view.
3. Click the cross button (⨯) next to the member's name.

Invite users to the organization

Only admins can invite users to the organization.

1. In User Management > Invitations, click +Invite.

2. In the To field, enter the email addresses of the users to invite.

3. In the Add to groups field, add the required group. The user's current group Platform Users is pre-filled by default.

4. Click Send Invite.

   If you are not an admin, the Invite button is not displayed.