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Manage Team and Users

This guide explains how user accounts and team members are managed in ConnectNow.

ConnectNow separates user accounts from active team membership, allowing flexible management when staff join, leave, or rejoin your organization.

All Users Page​

The All Users page lists every user account registered under your organization.

  • Dashboard → All Users

This list may include:

  • Current active team members
  • Previous team members who have left the organization
  • Users who were removed from the team but still have an account

Users may appear here even if they are not currently part of the active team.

Re-Adding a Previous Team Member​

If a user previously left your team (for example, due to resignation), you do not need to create a new account for them.

How to Re-Add a User to the Team​

  1. Go to Dashboard → All Users
  2. Locate the required user
  3. Click the Add to Team button for that user

The user will be added back to your active team and can be assigned roles and departments as needed.

This avoids duplicate accounts and preserves user history.

Manage Team Page​

The Manage Team page shows only your active team members.

  • Dashboard → Manage Team

From this page, you can:

  • View all active team members
  • Edit user roles
  • Change department assignments
  • Remove users from the team

Editing Team Members​

For any active team member, you can:

  • Change their role (Admin or Staff)
  • Assign or update their department
  • Update team-related settings

Changes take effect immediately after saving.

Removing a User from the Team​

Removing a user from the team:

  • Removes them from the Manage Team page
  • Does not delete their user account
  • Moves the user back to the All Users page

This allows the user to be added back to the team at any time in the future.

User Account Deletion Rules​

Admin Limitations​

  • Admin users cannot delete other users’ accounts
  • User account deletion by admins is not available

Self-Deletion by Users​

A user can delete their own account using the following page: Delete account

This action permanently deletes the user’s account.

Organization Owner Restrictions​

  • The organization owner cannot delete their own account while the organization exists
  • The organization must be deleted first

Deleting an Organization​

When an organization is deleted:

  • All user accounts under that organization are automatically deleted
  • This includes:
    • Active team members
    • Inactive users
    • The organization owner’s account

This action is irreversible.

Best Practices​

  • Use All Users to track past and present team members
  • Re-add users instead of creating duplicate accounts
  • Remove users from the team instead of deleting accounts
  • Review roles and departments regularly
  • Be cautious before deleting an organization, as it removes all users

Common Use Cases​

  • Employee resigns → Remove from team, keep account
  • Employee rejoins → Add back using Add to Team
  • Temporary staff → Remove and re-add as needed
  • Organization shutdown → Delete organization to remove all accounts

Next Steps​

After managing team and users, you may want to:

  • Review agent availability and working hours
  • Assign departments for better routing
  • Monitor call and chat distribution
  • Audit user engagement and callback handling

Refer to related feature guides for advanced team and workload management.