Before you begin
The Romulus Administrator account has already been used to create the Romulus Chat account.
You now only need to create users for the other members of your PBX.
Step 1: Access the Control Panel
Log in to the Romulus Control Panel and select Chat.
Click on the Teams icon.
Open the Members tab.
Click Add Team Member to create a new user.
Fill in the required fields as shown in the next step, then click Add Team Member.
Step 2: Enter User Details
When creating a user, provide the following information:
Name: the user’s name.
Email: the user’s email address.
Phone Number (optional): does not affect the use of Romulus Chat.
Select Role: the user’s role (default: Agent). You can create custom roles to limit available actions.
Select Lead Visibility:
Assigned: can only view chats assigned to them.
All: can view all chats.
Select Lead Reassign Permission:
Can Reassign Own Chats: can only reassign their own chats.
Can Reassign For All Chats: can reassign all chats.
Can Not Reassign: cannot reassign any chats.
Mask Attributes: hides specific customer data from the user.
Password / Confirm Password: credentials to log in directly to Romulus Chat (without using the Romulus app).
💡 Tip: Use the same name, email, and password already used in Romulus to avoid inconsistencies.
Step 3: Repeat for Each User
Repeat this process for every team member who needs access to Romulus Chat.