# Add/Remove a User

## Add a New User

{% hint style="danger" %}
When adding a new agent account, don't forget to assign them to the appropriate team! Read more here: [adjust-team-assignments](https://docs.satisfilabs.com/resource-center/live-agent-engine/admin-overview/adjust-team-assignments "mention")
{% endhint %}

Administrators can invite other users to join their Satisfi Labs Dashboard using the instructions below:&#x20;

<div data-full-width="true"><figure><img src="https://167344003-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsxN9AGLZMIc5C8dx3zU7%2Fuploads%2FCbh3g6eCYSYo2VfRhbn1%2FAdd%20a%20New%20User.gif?alt=media&#x26;token=7a396bae-fc22-4dd0-be65-0a45d8e5caba" alt=""><figcaption><p>How to Add a New User</p></figcaption></figure></div>

1. Log in to your Satisfi Labs account
2. Select **Settings** from the menu on the left and then select **Users**
3. In the top right corner, select the button titled **Invite User**
4. Enter the following information for the new user:
   * Email Address
   * Full Name
   * User Type (Agent or Administrator)
5. Select the **Send Invite** button
6. Click on the user's account and enable toggles to any needed dashboard areas (Analytics/Self-Publishing/Live Agent Engine)
7. The user will receive an invitation email that needs to be accepted to finish creating their account

<figure><img src="https://167344003-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsxN9AGLZMIc5C8dx3zU7%2Fuploads%2FC4U8mkUmWNocNAS56vF8%2Fimage.png?alt=media&#x26;token=2f966a91-579b-453c-8158-e0c3b6e63d8e" alt="" width="375"><figcaption><p>When a user clicks the link in the email, they will be prompted to create a password and accept the invitation</p></figcaption></figure>

{% hint style="danger" %}
**Please note that the invitation link will expire after 24 hours!** If a user's invite to the system has expired, admins should resend the invitation using the following instructions:

1. Within the User's tab, find the user who needs their invitation resent.
2. In the column labeled "Invite Status", click where it says "Pending" next to the correct agent's name.
3. Once clicked, select "Resend Invite" in the popup and confirm the invite was successfully resent!

![](https://167344003-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsxN9AGLZMIc5C8dx3zU7%2Fuploads%2FpL4yCABLOYTXZWi4tLnx%2Fimage.png?alt=media\&token=96f2836c-0bc5-482c-9459-b8a0037b2ce1) Example of the "Pending" Invitation Status
{% endhint %}

## Remove a User

{% hint style="warning" %}
Before deleting an agent account, ensure that:

* The user is marked offline
* There are no unresolved, escalated conversations assigned to the user
* The user has been removed from their assigned escalation team
  {% endhint %}

Administrators can remove any user from their Satisfi Labs Dashboard using the instructions below:

1. Login to your Satisfi Labs account
2. Select **Settings** from the menu on the left and then select **Users**
3. Locate the user you'd like to remove
4. Select the **Trash Can** icon to the right of the user's account line

<div data-full-width="true"><img src="https://167344003-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsxN9AGLZMIc5C8dx3zU7%2Fuploads%2FUtQb6ybKX1OZ1prPPCmv%2FDelete%20User.png?alt=media&#x26;token=22649fff-e316-4771-b036-0ebbd1d39dfc" alt="Trash Can Icon (Highlighted)"></div>

5. A popup will appear asking you to confirm this step. Select the **Delete** button to remove the user

![Example of the Popup Confirmation](https://167344003-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsxN9AGLZMIc5C8dx3zU7%2Fuploads%2FZOJMkKCrmwV0vYuSV1ME%2FConfirm%20Delete%20User.png?alt=media\&token=2d89e1f8-dbc5-4999-8e06-a557f724512d)
