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Managing Users

How to create and manage user accounts for Office Staff

Updated over 2 years ago

Only Admin-level Office Staff users can create and edit all other user accounts. Admin Office Staff can create and manage all Office Staff user accounts in the Users section of the BrainHi product.

Each person in the workplace who uses the BrainHi platform should have their own user account, and each user account must have a first name, a last name, and a unique email address.

There's no limit on the number of users—we encourage you to create as many users as you need. Workplaces that have upgraded to BrainHi's Live Customer Support Agent service should let their CSM know about any new users who need to be included in escalations.

To create a new user account:

  1. Select the "Add User" button

  2. Select "Admin" or "Regular" from the dropdown menu.

  3. Fill in all the info. All fields are required.

  4. Select the "Save Changes" button

To edit an existing user account:

  1. Select the "Edit" pencil icon next to the User you want to edit.

  2. Select the "Save Changes" button

Removing a User

In order to retain a record of activities, it isn't possible to delete User accounts entirely. Instead, Admin Office Staff can deactivate other Office Staff user accounts. Deactivated accounts lose all access to BrainHi and are immediately logged out of the platform.

To deactivate or reactivate an existing user account:

  1. Select the "Activation" minus icon next to the appropriate User

Next: Learn how BrainHi's automated virtual assistant handles conversations in Working with Lara

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