Overview

Learn how to add users to Intryc and organize them into groups for better team management and visibility.

Managing Users

Once your integrations are set up, the next step is to add users. Go to Settings > Users to view all current users in the app.

To invite new users, click Invite User and select the role you want to assign. You can search for users from your connected help desk and select them, or copy-paste a list of email addresses.

If you'd like to notify invited users, enable the email notification option. They'll receive an email letting them know they've been invited to join Intryc.

Managing Groups

After adding users, you can organize them into groups. Go to Settings > Groups and click Create. Add a name, an optional description, and select the users you want to include.

There are two types of group members: typical members and group leaders. Group leaders have visibility into all data for their team members.

If you've connected Slack, you can also assign a Slack channel to a group for alerting purposes.

Syncing Groups from Your Help Desk

You can also import groups directly from your help desk instead of creating them manually. Click Sync Helpdesk Group, select your connected help desk, choose the groups to import, and click Next.

Enable the sync option if you want these groups to stay up to date automatically when changes are made in your help desk. Click Confirm, and any agents in those groups will appear immediately along with their members.