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Managing Users in the Account Management Page

This guide for admins covers all features on the Account Management page. Learn how to create new users, edit permissions and details, change agent status, and enable platform-wide MFA/2FA for enhanced security.

You can access the users in Ebbot via Administration > Account management on the left-hand menu.

On this page, you will find all users registered in the tool, their roles (owner/admin/user), and the date they were created. This page lists all registered users.

Note: Only owners & admins have access to this page.

User Management Options

On the right side of each user entry, you will find the following icons with specific functionalities:

  • Edit Icon:

    • Update the user’s name, email, phone number, and authorization.

    • Change the availability of agents to "ready" or "not ready" in the system. This is helpful if a colleague forgets to set themselves as "not ready."

    • View which bots and skills the user has access to.

  • Delete Icon:

    • Use the trash can icon to remove a user completely.

  • Three Dots Menu (…):

    • Quick actions:

      • Disable a user.

      • Generate a new password for the user.

    • Set role: Assign the user’s authorization level ( Admin, or Chat user).

    • Permissions: Define what the user can do within the platform.

Creating New Users

Owners & admins can also create new users directly from this page:

  1. Click on the Add User button located at the top of the Account Management page.

  2. Fill in the required fields such as name, email, and role (Admin, or Chat user).

  3. Optional: Assign specific permissions and bots/skills access to the user.

  4. Save the new user to complete the process.

Enabling MFA/2FA in the Platform

To enhance account security, the owner of the company has the ability to enable multi-factor authentication (MFA) or two-factor authentication (2FA) for their account. We support two authentication methods: SMS messages and authentication apps.

How to Activate MFA/2FA


Log in to the platform as the owner.

Navigate to Administration > Account management.

You can turn on two-factor authentication at the top of the user list. The next time a user logs in, they will have the choice to authenticate via SMS to a phone number or an Authentication App.

Once enabled, MFA/2FA will be required for all subsequent logins for all accounts, adding an extra layer of security to your account.