Account and team

12 articles

• Account locked: too many wrong passwords After 10 wrong passwords in a row, the account is locked for 30 minutes. Wait, or reset your password: setting a new password unlocks the account right away. Last updated: 27 September 2026
• Account settings: name, language, logo, account ID On Settings › Organization settings › Account Settings you can change “Account name”, “Site language”, phone, website and “Company logo”. The “Account ID” is shown here too. Click “Update settings” when you're done. Last updated: 15 October 2026
• Add a new agent to your team Settings › Organization settings › Agents › “Add Agent”. Enter the name, role and email, and the new team member gets an invitation email. Then add them to your channels. Last updated: 27 September 2026
• Agent tutumunda köhnə söhbətləri istisna etmək “Müəyyən müddətdən köhnə söhbətləri istisna et” qaydasının nə etdiyini və hansı halda boş saxlanmalı olduğunu izah edir. Last updated: 29 September 2026
• Audit logs: who changed what On Settings › Organization settings › Audit Logs, changes in the account (who, when, from which IP) are shown as a list. Last updated: 26 September 2026
• Change an agent's role, reset their password or remove them In the list in Settings › Organization settings › Agents, the agent's “Edit” button changes the name, role and availability, and “Reset Password” sends the agent an email. “Delete” removes the agent from the account. Last updated: 26 September 2026
• Create a custom role Settings › Organization settings › Custom Roles › “Add custom role”. Choose a name, description and “Permissions”, and click “Submit”. Then, in the Agents list, use the agent's edit button to choose this role in the “Role” field. Last updated: 26 September 2026
• Create a team (Sales, Support and more) Settings › Organization settings › Teams › “Create new team”. Enter the “Team name” and description, click “Create team”, then select agents and click “Add agents to team”. Last updated: 1 October 2026
• Set up single sign-on (SSO) with SAML Settings › Organization settings › Security › “SAML SSO”. Enter the “ACS URL” and “SP Entity ID” shown here in your identity provider (Okta, Azure AD and others), take the “SSO URL”, “Identity Provider Entity ID” and certificate from it, and click “Update SAML Settings”. Last updated: 26 September 2026
• Several companies: switch between workspaces If you are a member of several Clomni accounts, click the account switcher at the top of the left menu and choose the one you need from the “Switch workspace” list. Last updated: 26 September 2026
• The difference between an administrator and an agent An administrator manages everything in the account. An agent works only with conversations in the channels they are a member of. A custom role gives an agent selected extra permissions. Last updated: 27 September 2026
• Why the Help Center (portal) and Companies sections are missing The standard Clomni plans do not include your own help center for customers (portal, articles) or the “Companies” section. If you do not see them in the left menu, that is expected. If you need them, write to the Clomni team. Last updated: 26 September 2026