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Adding users to a client organization is how you give real people access to the client-facing dashboard. Each user can have a different permission set depending on what they need to manage.

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Open user management

1

Go to Clients

Open the Clients section in your whitelabel dashboard.
2

Select an organization

Choose the client organization you want to manage.
3

Open Manage

Click Manage to access the organization’s users and settings.
New organizations start with an empty user list. After adding users, you can organize them into teams if your workflow requires handoff or collaboration.
If you need the full hierarchy explained in one place, including workspace-side admins, org admins, client users, logs, and KB history, see Access, Roles, and Activity Logs.

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Add a user

1

Click Add User

Use the Add User button in the top-right corner of the user management view.
2

Enter profile details

Add the user’s full name, email address, password, and optional profile image.
Double-check the email address before saving. This is the account the client will use for login and invitations.
3

Choose permissions

Decide what this user should be able to see and manage inside the client dashboard.
4

Save the user

Click Add User to create the account.

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Permission overview

These permissions control what the user can do inside the client dashboard:
  • Org Admin: Can edit organization details and manage other users in the same organization
  • Home: Access the overview and dashboard landing experience
  • Conversations: View conversation history and manage transcripts
  • Analytics: Access performance reporting and usage-related views
  • Knowledge Base: View and update KB documents
  • Channels: Manage channel connections and channel-level settings
  • Prompt: Edit prompts, model choices, tools, UI behavior, and related agent settings
  • Settings: Access the agent settings exposed to the client dashboard
  • Custom Tab: Access agency-created tabs configured through Custom Tabs
Org Admin is a client-organization role. It is separate from workspace owner or workspace admin access in the main Convocore app.
The available areas depend on how your agency has configured the dashboard and plan limits. For a user-friendly overview of the client experience, see Client Dashboard Features.

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Invite the user

After the user is created, send them access to the dashboard:
1

Review the setup

Use the Log in option first if you want to preview the dashboard from the client’s perspective.
2

Find the user

Locate the user in the organization’s user table.
3

Send invite

Click Invite to send the login email.
4

Confirm

Verify the details and send the invitation.
The invitation email includes a login link for the client dashboard. Make sure the email address is correct before sending it.

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Manage existing users

Open the user row, click Edit, update the profile or permissions, and save your changes.
Removing a user deletes their access to the client dashboard. Review carefully before confirming deletion.
Users can reset their own password from the client login screen using Forgot password. The reset email is branded using the whitelabel email setup for that client environment.

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Best practices

Start with one org admin

Give the first trusted contact administrative access so they can help manage their own team.

Use least privilege

Only grant the sections the user actually needs to keep the dashboard simple and secure.

Audit access regularly

Review users and permissions periodically, especially after team changes.

Set expectations clearly

Tell clients which pages they can access and who to contact if they need broader permissions.

Access & Roles

Review the full role model, including workspace-side roles and activity logs.

Managing Organizations

Learn how organizations, assigned agents, and org settings fit together.

Managing Teams

Organize client users for support, handoff, and collaboration.

Client Dashboard Features

Understand the client-facing areas users can access.

Billing Overview

Learn how billing interacts with organizations, plans, and subscriptions.