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Accounts & access
Create a new organization, sign in to an existing workspace, and understand who can change what.
Open this workspace pageSign in to an existing organization
- Open Sign in.
- Enter your Work email and Password.
- Choose Sign in to workspace. Successful sign-in opens the overview.
- Check the organization name and your role in the workspace header before reviewing records or making changes.
Use the account provisioned for your organization. If you need a staff account, ask the administrator how accounts are provisioned. There is no self-service team invitation screen in this version.
Create a new organization
- Open Create an account only when you intend to create a new organization.
- Enter the Organization name (or Facility or clinic name for healthcare), select your industry, and enter Your name and Work email.
- Set a Password with at least 10 characters.
- Review the linked terms and privacy policy, then choose Create your workspace.
- The app opens Setup. Follow Workspace setup to create draft agents.
Roles and permissions
| Role | Typical access |
|---|---|
| Owner / Admin | View organization records and reports; create, change, and remove agents; manage rules, knowledge, connections, numbers, channels, routing, and Intelligence controls; perform staff review operations. |
| Supervisor | View organization records and reports; start and continue workspace conversations; perform identity checks; resolve conversations; approve or decline pending actions; mark handoffs handled; record Intelligence outcomes. |
| Viewer | View workspace records and reports. Staff approvals, conversation changes, and administrative configuration require a higher role. |
Some pages show a control even when your account cannot use it. A permission error means the server refused the change. Ask an owner or admin for the correct access; do not create a second organization as a workaround. Locked rule profiles cannot be edited through the current editor.
Sessions and sign-out
- Use the sign-out icon beside your account in the navigation rail when finished on a shared device.
- If the app says the session expired, open Sign in again with your existing account.
- If the account is inactive or credentials are rejected, contact your administrator using the organization’s support process.
This version does not offer a password-reset page, self-service MFA setup, SSO setup, or team-management screen. Account recovery and access changes need administrator help.