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A Seat refers to the type of user license assigned to a person in your account. Each active user in your account is assigned a seat, and the type of seat determines what access that user has. You can assign a seat while adding a new user or changing the seat for an existing user.

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Add a New User and Assign a Seat

  • Navigate to your Profile Icon on the top right corner.
  • Click on Setup.
  • Head over to the Users & Security category.
  • SelectUsers. mceclip0.png
  • Click on the New button.
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  • Enter the required information for the user and click on Next.
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  • Choose the type of seat you want to assign:
    • AI Agents (Skara): AI solution powered by conversational agents and insights to boost your sales and support teams.
      • Core: Full access to all AI Agents (Skara) features. This is a paid seat.
      • View Only: A free seat that provides view-only access to all AI Agents (Skara) features.
    • Skara: The complete CRM solution for all your business needs.
      • Core: Full access to all Skara features. This is a paid seat and does not include AI Agents (Skara).
      • View Only: A free seat that provides view-only access to all CRM features and does not include AI Agents (Skara).
      • None: Choose this option if you do not want to assign the CRM license.
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  • Click Save to create the user.

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    Change Seat for an Existing User

    • Navigate to your Profile Icon on the top right corner.
    • Click on Setup.
    • Head over to the Users & Security category.
    • Select Users or Seats.
    • From the actions menu, click on Change Seat.
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  • Select the seat you want to assign or update.
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  • Click Update to save the changes.