Team Setup

Learn how to set up your team in ReplyFbHub for efficient collaboration.

Overview

ReplyFbHub supports multiple team members with different roles and permissions. This guide covers:

  • Adding team members
  • Setting up roles
  • Managing permissions

Team Member Roles

Admin

Full access to all features and settings.

Manager

Can manage team members and access reports, but cannot modify billing.

Agent

Can handle conversations and use templates, but cannot access settings.

Adding Team Members

Step 1: Open Team Settings

  1. Go to Settings in your dashboard
  2. Click on Team

Step 2: Invite a Member

  1. Click Invite Member
  2. Enter their email address
  3. Select their role
  4. Click Send Invitation

Step 3: Complete Setup

The invited member will receive an email with:

  • A link to accept the invitation
  • Instructions to create their account

Managing Team Members

Changing Roles

  1. Go to Settings > Team
  2. Find the team member
  3. Click the role dropdown
  4. Select the new role

Removing Members

  1. Go to Settings > Team
  2. Find the team member
  3. Click Remove
  4. Confirm the action

Best Practices

  1. Use appropriate roles - Give each member only the access they need
  2. Regular audits - Review team access periodically
  3. Document processes - Create guidelines for your team

Questions? Contact support@replyfbhub.com.