Inviting users
1
Create an invitation
Enter the email address of the person to invite and select the intended roles.
2
Invitation is sent
The person receives an email with an invitation link.
3
Join on first login
When the person signs in with the invited email address, they are automatically added to your tenant with the intended roles.
Roles and permissions
Permissions are granted through roles – not individually per person. A role bundles permissions (e.g. view calls, edit agents, change settings). There are two kinds of roles at the tenant level:Standard roles
Predefined roles with a fixed set of permissions.
Custom roles
Roles that you can freely define with individually assembled permissions – tailored to your organizational structure.
The visibility of menu items and actions in the portal depends on the permissions of the respective role. If colleagues cannot see something, first check their assigned roles.
Sign-in itself is handled via your organization’s Single Sign-On (SSO). Passwords and login procedures are managed centrally through your identity provider, not in msg.Hello.