Manage Users

Users on ClearFeed are members of your organization that have access to the ClearFeed Web Dashboard and the ClearFeed Slack Application.

Invite Users

1. Head over to the Users section on ClearFeed web app

2. Click on Invite Users and enter the Email ID of the user

3. Choose the relevant User Role

4. You can invite multiple users at once by clicking on Add Invite

Manage Users

• Delete existing users by clicking on Remove

• Change user roles

• See which users are invited

User Roles

Clearfeed has the following user roles: Admin, User, and Agent (only applicable in Internal Helpdesk).

Admin

The Admin role grants full access to various settings including configurations, integrations, and user invitations.

1. Admins can create and modify all collections

2. Set up and adjust workflows

3. Have the authority to establish and revise SLA policies and business hours.

User

1. Users can only modify settings for collections they have created and cannot access or adjust configurations for other collections.

2. Users can set up and adjust workflows

3. Users cannot invite new users or have access to configuration settings.

Agents

Only relevant for the Internal Helpdesk product edition where ClearFeed is used as a ticketing system.

Users and Admins need to be designated as Agents to work from the triage channel and respond using the ClearFeed web application.

• To add team members as Agents, go to Manage Users, click 'Invite Users', and enable the checkbox of 'Agent' to designate additional Agents.

• Under Collection Settings -> Responder settings, you can add these agents as responders.

Whitelisted Domains

Enable or disable automatic sign-up for users from your company or whitelisted domains with this setting.

• When enabled, any user accessing the web application from these domains will automatically sign up on the ClearFeed application with user privileges.

• Any domain added here will allow users from that domain to be invited to join your ClearFeed account.

• Users from Non-whitelisted domains are not allowed to be invited.

• To disable it, simply uncheck this option.