Adding New Users to Regie.ai – Regie.ai

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How to add New Users to a Workspace

The Regie Team will be happy to assist any admins and managers with adding new Users to Regie.ai. Simply send your Users list to your point of main point of contact at Regie. 

To self serve and manually add new users to Regie, follow the instructions below.

1. With Regie Admin user level credentials, access Workspace Settings by clicking on your initials in the upper right corner. Select Workspace Settings from the menu.

2. Select Members.

3. From the Members page, click "+Invite Member" button located in upper right of the screen. This will pull up the Invite user window.

4. Enter the email address of the User and select their Role (User Level).

5. If adding multiple email addresses simultaneously:

a. Each email must be comma separated

b. All users added will assume the same Role.

6. Press "Send Invite" when complete!

The new user(s) will receive an emailed invitation from Regie.ai ([email protected]) with details on how to join the workspace and to finalize the setup of their Regie Account.

Regie.ai Workspace Roles (User Permission Levels)

• Admin 
  • Users can access and manage all Workspace and Organization Settings
  • Can create, modify and publish Agents
  • Users can access all Agent and Rep Activities
  • Access to Admin Dashboard
  • Access to Measure tab
• Manager 
  • Same as above, however user cannot publish Agent
• Rep 
  • Access to rep dashboard
  • Users can access their agent assigned tasks
  • Users can't access any Workspace/Org Settings/Agent Settings

More specifics on Workspace Role Types & Permissions can be found here