Creating Users
Adding users to your client organizations is a crucial step in setting up effective client management in TIXAE Agents. This guide will walk you through the process of creating and managing users for your client organizations.
Accessing User Management
Navigate to Client Tab
Go to the Client tab in your TIXAE Agents dashboard.
Select Organization
Find the client organization you want to manage from the list on the left.
Access User Management
Click the Manage button next to the organization name.
Initially, the user table will be empty. This is where your client’s team members will be listed once added.
Adding a New User
Initiate User Creation
Click the Add User button in the top right corner of the user management screen.
Enter User Details
Fill out the necessary information for your client:
- Full Name
- Email Address
- Password (You can either set a custom password or click the
Generatebutton for a random secure password) - Profile Photo (Optional - select or drag and drop an image)
Remember: Request the correct information from your client about which email and name they want. The client will always be able to set their own details later.
Set User Access Permissions
Configure the user’s access levels by selecting the appropriate checkboxes:
Org Admin: Allows the user to edit organization info and create/invite new users for their team.Home: Access to the dashboard overviewConversations: View and manage chat transcriptsAnalytics: Access to widget statisticsKnowledge Base: Ability to view and edit the KBChannels: Manage connected channelsPrompt: Adjust the prompt, AI-model, UI-engine settings and more.Settings: Modify the widget settings. This is a selection of the settings found in your agents settings tab.Custom Tab: Access to any custom tabs you’ve created. See custom tab docs for more info.
The settings above are the same as the agent designer. If you want to learn more about the dashboards features, click here
We know agencies want heavier permission options. More premission customization options COMING SOON. We will also release a dedicated doc explaining the settings tab.
Finalize
Click the Add User button to create the new user account.
We recommend assigning the first user as the Org Admin. This allows them to manage their organization and add other team members as needed.
Managing Existing Users
Once users are added, you have several options for managing them:
Inviting Users to the Client Dashboard
After creating a user account, you can send an invitation for them to access their dashboard:
Verify Setup
Before sending an invitation, use the Log in button to view the dashboard as the client would, ensuring all settings and permissions are correct.
Locate User
Find the newly created user in the user management table.
Send Invitation
Click the Invite button on the user’s row.
Confirm
Review the invitation details and click Send Invite to email the user their login information.
The invitation email includes a link that automatically logs the client into their dashboard. Ensure the email address is correct before sending.
Best Practices for User Management
Regular Audits
Periodically review user accounts to ensure they are up-to-date and all access levels are appropriate.
Secure Passwords
Encourage clients to change their passwords upon first login and to use strong, unique passwords.
Clear Communication
Inform users about their access levels and any changes made to their accounts.
Minimal Permissions
Grant users only the permissions they need to perform their roles to maintain security.
Related Documentation
Explore these related topics to further enhance your understanding of TIXAE Agent’s whitelabel features:
Managing Organizations
Learn how to create and manage client organizations.
Setting Permissions
Understand how to configure access levels for client users.
Client Dashboard Features
Explore the features available in the client-facing dashboard.
Inviting Clients
Master the process of onboarding clients to their new dashboard.