Change an agent's role, reset their password or remove them

Last updated: 26 September 2026 · 4 min read

An administrator manages agents. Deleting an employee who has left also frees up a place in your agent limit.

Steps

  1. 1

    Open the Agents page

    In the sidebar, open Settings › Organization settings › Agents.

  2. 2

    Change the details

    Click the “Edit” button next to the agent. Change the “Agent Name”, “Role” (Administrator, Agent or a custom role) and “Availability” fields and click “Edit Agent”.

  3. 3

    Reset the password

    In the same window, click “Reset Password”: the agent gets an email to set a new password.

  4. 4

    Delete the agent

    Click the “Delete” button next to the agent and confirm with “Yes, Delete”. The messages the agent wrote stay in the conversations, and the conversations assigned to them become unassigned.