# User Management
## User Inviting
**Follow this guide to create and invite users to your Replyco account. There is no limit to the number of users you can add!**
{% hint style="warning" %}
Access Rights needed: **Main => Admin (View & Edit)**
{% endhint %}
### Step 1: Go to Your Users List
From the left-hand side of the App screen, click on the **Admin** tab, and then select **Users** from the dropdown menu.
In the Users tab, you can see the user list and their statuses: **Activated** or **Not Activated.**
The "**Not Activated**" status means that the user was invited, but has not finished the registration process yet.
### Step 2: Invite a new User
On your top-right, you will find the Invite User button. Click on that button to start the process of inviting a new user.
Once clicked, a pop-up window will appear. Fill in all the necessary fields there, choose the basic settings preset for this user, and then click the **Send Invitation** button.
* The user's **Name** & **Last name** will be displayed in the App. They will be also used in Tags, e.g. #username# tag.
* The **Mobile** field is not necessary for filling.
* The **Email** field should contain the user's email address. An invitation letter will be sent there. This email will be also used for logging into Replyco.
* The [**Message Language**](/main-sections/user-account-settings/user-specific-settings/ticket-related-settings.md) setting shows the user's preferred messages language. **Please note that it is NOT the language of the App.**
* The **User Role** setting defines the preset of Access Rights this user will have.
* The **Default Message View** setting defines the way that ticket messages will be displayed to this user.
After sending the invitation letter, you will receive a pop-up notification that a new user was successfully created.
### Step 3: User Account Activation
In order to activate a Replyco account, a user must check his login mailbox and find an invitation email from Replyco. The activation link will be inside that letter.
{% hint style="info" %}
Sometimes Replyco invitation email might appear in a Spam/Junk folder. Ask your user to check them as well.
{% endhint %}
{% hint style="warning" %}
**Please ensure the user opens an activation link using the Google Chrome browser. We cannot guarantee a stable registration/activation process for other browsers.**
{% endhint %}
## User Editing
**As a Replyco admin, you can edit basic user information and some other settings without logging into the user's account.**
{% hint style="warning" %}
Access Rights needed: **Main => Admin (View & Edit)**
{% endhint %}
### Step 1: Go to Your Users List
From the left-hand side of the App screen, click on the **Admin** tab, and then select **Users** from the dropdown menu.
In the Users tab, you can see the user list**. Click** on the user you would like to Edit**.**
An **Information** tab will be opened.
### Step 2: Edit User Information
**Here are the fields that can be modified:**
* The user's **Name** & **Last name** will be displayed in the App. They will be also used in **Tags**, e.g. #username# tag.
* The **Mobile** number field.
* The **Email** field. This email will be also used for logging into Replyco.
* The [**Message Language**](/main-sections/user-account-settings/user-specific-settings/ticket-related-settings.md) setting shows the user's preferred message language when using the Translate feature. **Please note that it is NOT the language of the App.**
* The **User Role** setting defines the preset of **Access Rights** this user will have.
* The **Default Message View** setting defines the way that ticket messages will be displayed to this user.
Once the changes were made, **don't forget** to click the **Save** button.
## User Roles
**Assign specific roles (User, Moderator, Admin) to individual users.**
{% hint style="warning" %}
Access Rights needed: **Main => Admin (View & Edit)**
{% endhint %}
Simply put, User Roles are predefined sets of Access Rights, designed to make setting up user accounts easier.
### Step 1: **Choose a User**
From the left-hand side of the App screen, click on the **Admin** tab, and then select **Users** from the dropdown menu.
In the Users tab, you can see the user list**. Click** on the user you would like to Edit**.**
An **Information** tab will be opened.
### Step 2: **Choose the Role**
From the **User Role** drop-down, select one of the following roles:
**User**
* Full access to [Ticket Folders](/main-sections/working-with-modules/tickets/ticket-lists.md)
* A default set of [Labels](/main-sections/organizing-and-automatization/tickets/organizing-tools.md)
* [The Global Search Function](/main-sections/working-with-modules/tickets/ticket-creation-and-the-global-search-function.md#the-global-search-function)
* Tools access is limited to [Customers, Orders, and Products](/main-sections/customers-orders-and-products.md)
* Dashboard: Overview section only
* All Smart Filters
**Moderator:**
* Everything the User has, plus:
* Access to [Cases](/main-sections/working-with-modules/cases.md), [Feedback](/main-sections/working-with-modules/feedback.md), and [Instant Messages](/main-sections/working-with-modules/instant-messages.md) modules
* All [Organizing & Automatization](/main-sections/organizing-and-automatization.md) tools
* Dashboard: [All sections](/main-sections/dashboards-and-reporting/dashboard-system.md)
**Admin:**
* Full access to everything, including:
* [Admin](/main-sections/administrative-processes.md) module
* [Billing](/main-sections/administrative-processes/billing-details.md) module
{% hint style="info" %}
Don't forget to click the **Save** button.
{% endhint %}
{% hint style="info" %}
If you modify the user's Access Rights after choosing any Role, the Role name will be changed to **Custom**.
{% endhint %}
## Access Rights Management
**Replyco offers you a flexible tool that enables you to tweak each user's access rights thoroughly.**
{% hint style="warning" %}
Access Rights needed: **Main => Admin (View & Edit)**
{% endhint %}
To open the Access Rights tab, please visit **Admin => Users => \[choose a user you need] => Access Rights**.
Visit Admin => Users => [choose a user you need] => Access Rights.
The Access Rights tab contains many **sections** with **elements & features** you can interact with.
Almost every element/feature has the following possible options:
**View**: this option allows a user to view the element/feature without the ability to change it.\
**Edit**: this option allows a user to view the element/feature & modify its settings.
View & Edit options for Access Rights elements.
### Sections Description
#### Main
| Admin | An ability to view Integrations added, Company Settings & Users Settings | An ability to make changes related to these tabs |
| ---------------- | ------------------------------------------------------------------------ | ------------------------------------------------ |
| Billing | An ability to view the Billing page (Invoices, Charge history, Cards) | An ability to make changes related to this tab |
| Cases | An access to the eBay Cases module | An ability to process Cases |
| Feedback | An access to the Feedback module | An ability to interact with Feedbacks |
| Instant Messages | An access to the Instant Messages module | An ability to interact with Chat Conversations |
| Global Search | An access to the Global Search feature | An access to the Global Search feature |
| Calls | An access to the Calls module | An ability to interact with Calls |
#### Tools
| Customers | An ability to view the Customers tab & Customer Cards | An ability to edit Customer Cards |
| --------------------- | ---------------------------------------------------------------------------------- | ---------------------------------------------- |
| Products | An ability to view the Products tab & Product Cards | An ability to interact with Product Cards |
| Orders | An ability to view the Orders tab & Order Cards | An ability to interact with Order Cards |
| Automation | An ability to view existing Rules, Templates, Auto-response Rules & Feedback Rules | An ability to edit them |
| Labels | An ability to view all existing Labels | An ability to edit them |
| Shipping Labels | An ability to view all existing Shipping Labels | An ability to add new and delete existing ones |
| Custom Fields | An ability to view all existing Custom Fields | An ability to edit them |
| Widgets | An ability to view all existing LiveChats | An ability to edit them |
| Smart Filters | An ability to view all existing Smart Filters | An ability to edit them |
| Fallbacks | An ability to view all existing Fallbacks | An ability to edit them |
| Custom Shipping Links | An ability to view all existing Custom Shipping Links | An ability to edit them |
#### Labels
This section allows you to enable/disable **a certain label** for a certain user. Disabled labels are not visible to a user.
#### Tickets
This section allows you to enable/disable **a certain ticket folder** for a certain user. Disabled folders are not visible to a user. If everything is disabled, a user will have only the My Tickets folder with tickets assigned to this user.
#### Dashboard
This section allows you to enable/disable **a certain Dashboard tab** for a certain user. Disabled tabs are not visible to a user.
#### Smart Filters
This section allows you to enable/disable **a certain Smart Filter** for a certain user. Disabled Smart Filters are not visible to a user.
#### Widgets
This section allows you to enable/disable **a certain LiveChat Widget** for a certain user. Disabled LiveChat Widgets are not visible to a user.
#### Ticket Accounts
This section allows you to enable/disable **certain Ticket Accounts** (Mailbox, eBay/Amazon or any other store you have integrated into Replyco already) for a certain user. Disabled Ticket Accounts are not visible to a user.
#### Instant Messages Accounts
This section allows you to enable/disable **a certain Instant Messages Integration** (Facebook, Instagram, Telegram, etc.) for a certain user. Disabled Instant Messages Integrations are not visible to a user.
Once everything is set up, click **Save**.
#### Still have questions?
{% hint style="info" %}
**We're here to help!** If you have ANY questions, need help with setup, or just want to chat about customer support (really, we are always up for a good chat), please don't hesitate to reach out via:
**Chat:** [Click on the chat icon](http://replyco.com/#chat) (lower right of the App)
**Email:**
**Phone**: US:flag\_us: +1 407-588-2574 | UK:flag\_gb: +44 20 8064 0564
{% endhint %}
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