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Add team members to your account

How to add users to Klaus

Daniel Figueiredo avatar
Written by Daniel Figueiredo
Updated over a week ago

Role: Admin, Account Manager, (Workspace) Manager

How do I add users to my Klaus account?

Once you've integrated Klaus with your customer service software (help desk), all of your help desk users are automatically pulled to your Klaus account. Before they can start working on those conversation reviews, you need to invite the right people to your Klaus Workspace and assign them appropriate roles.

To invite your help desk users to Klaus:

  • Click on the Settings icon in the bottom left corner.

  • Open the Users and Workspaces tab.

  • Click Invite Users (to give users access to Klaus) or Connect Users (to be able to do reviews but the users won't have access to Klaus). 

  • If you decide to connect users, you will see the list of all the users we pulled from your help desk. You can invite the users that were first connected later on. 

  • If you decide to Invite the users, you will need to select a permission level for each user as well as which workspace(s) they need to be members of.

Once you've connected and/or invited users to your account, your team can start doing conversation reviews!

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