Staff Management

What is a staff user?

A staff user is anyone on your customer support, customer success, sales, or marketing team whose primary responsibilities include answering questions, resolving issues, and collaborating with teammates to ensure customer satisfaction. Each staff member needs their own seat in Re:amaze to log in and access the platform.

Add a staff users

Navigate to Settings > Account > Staff and select Add Staff.

Enter the new staff member's name, email address, and role. The email address will be used to send them an invitation to join Re:amaze. Select which channels you want the new staff member to receive notifications for. By default, all channels are enabled.

You can update these settings at any time by returning to this page or by having the staff member update their own notification preferences.

Selecting the Action button gives you additional options for managing existing staff members:

1. Edit a staff member's profile including their name, email address, avatar, and notification settings.
2. Log in as another staff member to assist them directly. This is an admin-only feature.

Delete or archive a staff user

Deleting a staff member:

To delete a staff member, select Delete from the Actions dropdown.

Note: Staff deletion is permanent and irreversible. Before deleting, be aware that:

• All previously assigned conversations will become unassigned.
• All messages written by that staff member will be attributed to "someone."
• Their individual reporting data will be permanently deleted.

Archiving a staff member:

To archive a staff member, contact the Re:amaze support team.

Note: Archiving is also irreversible. Before archiving, be aware that:

• The staff member's association to conversations, messages, and reporting data will be preserved.
• Their email address will be archived, so a different email address will be required if you want to add them again in the future.