When clients encounter login issues in the Bot Dashboard, the following steps can help resolve the problem efficiently:
"Forgot Password" Link: In most cases, clients can resolve login issues by using the "Forgot Password" link available on the login page. This triggers the sending of a password reset email to the user's registered email address.
Non-receipt of Password Reset Email: If clients report that they are not receiving the password reset email, a simple solution is to remove and re-add the affected user from the Bot Dashboard. This action triggers a fresh invitation email, allowing the user to reset their password successfully.
Involving CSMs or Client's Teammates: To expedite the resolution process, it is recommended to engage CSMs or the client's teammates in handling these login issues. CSMs typically have access to the relevant bot instances and can perform the necessary user management tasks swiftly. Similarly, the client's teammates can assist by adding and removing users, eliminating the need to submit a support ticket.
**Owner can edit, add and remove all other team members.
Admin can edit, add and remove all team members except owners.