Manage Users
Invite users to access the ClearFeed dashboard and choose which users act as agents for your support team
Last updated
Invite users to access the ClearFeed dashboard and choose which users act as agents for your support team
Last updated
Users on ClearFeed are members of your organization that have access to the ClearFeed Web Dashboard and the ClearFeed Slack Application.
Ensure the user is part of the Slack workspace before they're invited to ClearFeed
Head over to the Users section on ClearFeed web app
Click on Invite Users and enter the Email ID of the user
Choose the relevant User Role
You can invite multiple users at once by clicking on Add Invite
Only Admins can remove existing users or change their roles
Delete existing users by clicking on Remove
Change user roles
See which users are invited
Clearfeed has the following user roles: Admin, User, and Agent (only applicable in Internal Helpdesk).
The Admin role grants full access to various settings including configurations, integrations, and user invitations.
Admins can create and modify all collections
Set up and adjust workflows
Have the authority to establish and revise SLA policies and business hours.
In the Internal Standalone Helpdesk edition, Admins who are not designated as Agents cannot respond to tickets in the Triage channel or Clearfeed web app.
Users can only modify settings for collections they have created and cannot access or adjust configurations for other collections.
Users can set up and adjust workflows
Users cannot invite new users or have access to configuration settings.
In the Internal Standalone Helpdesk edition, Users not designated as Agents cannot respond to tickets in the Triage channel or Clearfeed web app.
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.
Non-Agents cannot respond to tickets in the triage channel and the Clearfeed web application.
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, simply uncheck this option.
Your company domain is whitelisted automatically and users with that domain can signup to your workspace by default
By default, ClearFeed does not monitor messages from bots in a Slack workspace. Bot messages are generally posted on Slack by other Slack applications in the workspace and not Slack users.
If you want to enable ClearFeed to monitor messages from a specific bot, you need to whitelist the bot on ClearFeed.
Clearfeed automatically detects the bots that are available on your Slack workspace for you to choose which one you would like to whitelist.
You can multi-select bots or whitelist all the bots that you want to whitelist and click on save to whitelist the bots.
If your use case requires ClearFeed monitoring messages posted using a Slack Webhook - please note that every Slack Webhook has a different Application or Bot ID. The ID corresponding to the Slack Webhook has to be whitelisted in ClearFeed.
