Check the seats on your plan
The page shows seats used against the plan. Adding more seats is a subscription change.
Find the right people
Search and filter by role, profile, access, browser calls, notifications, disconnect permission, and bot permissions. The first visit enables users up to the seat limit.
Enable access and set permissions
Turn Access on for each person who should use the app. Browser calls can be enabled per user. Open a row to set a direct dial in E.164 for AI bot transfers and routing, who is notified of new messages, who may disconnect a call, and bot permissions.
- New-message notifications: all messages, messages from records they own, or none.
- Disconnect a call: any call, AI bot calls only, calls for records they own, or none.
- Bots: use on records they own or on all records, and whether they can create, edit, or delete bots.
A user without a seat cannot get in
A user left disabled cannot open ZE Messenger in Zoho CRM or on the mobile companion.