You can manage all your support team members — including agents, admins, and supervisors — from the Users area of your dashboard.

➕ Add New Users #

To create a new agent or admin:

1. Go to the Users section from the left-hand menu.
2. Click the “Add User” button at the top-right.
3. Fill in the user details and assign the appropriate role.

📌 Note: Only agents and admins can access the Support Board admin panel.

🔐 Set Agent Privileges #

Customize agent access levels and permissions via:

• Settings > Admin > Agent Privileges

This lets you control what agents can see and do within the platform.

🧑‍💼 Create Supervisors #

A Supervisor is a special type of admin user with enhanced oversight capabilities.

• Navigate to: Settings > Admin > Supervisor
• Enter one or more Admin User IDs, separated by commas, to designate them as supervisors.

⚠️ Supervisors must be admin users to gain this elevated access.

🔗 WordPress Integration #

When you activate the SmartAI Support plugin on a WordPress site:

• An admin account is automatically created in SmartAI.
• It uses the same username and password as the currently logged-in WordPress user.

Use roles and permissions effectively to build a secure and organized support team structure within SmartAI.Support.