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Adding team members

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Written by Sachin Gupta
  1. Log into the Breakout dashboard

  2. Click your name at the bottom of the page to navigate to Settings

  3. Click Members

  4. Click Add Member

  5. Enter first name, last name, and email ID

  6. Click the Access list and assign the required role

The user will receive login instructions via email.

User roles

  • Admin: Full access to all settings and configurations

  • SDR/Rep: Access to live chat, calendar, and lead management

  • Viewer: Read-only access for monitoring

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