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Users

Route: /members · Detail: /members/$id · Settings section

What it is​

People in your organisation: invite / manage members, roles, and seats.

What it is for​

  • Add colleagues so they can open Office and My work
  • Attach roles defined under Access & roles
  • Manage seat-based access to agents / departments

Where you are in the flow​

Access & roles defined → ★ Users (assign) → members log in → My work / Office

What you do here​

  1. Open Users.
  2. Add or open a member.
  3. Set role / seat as needed.
  4. Ask them to log in and confirm they see the right sidebar items.

Where work goes next​

GoalNext
Fix “access denied”Access & roles
Member should approveEnsure they get My work items (role + being the right approver)
First-time org setupSettings → General