> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# Teams and permissions

> Register users, choose the access group and create custom roles with tailored permissions in Notfy. See teams, departments and two-factor authentication.

Control who gets into Notfy and what each person can see and do, by combining **Users** and **Roles & Permissions**.

## When to use

When hiring someone, changing a collaborator's function or creating a new access profile, such as Supervisor or Finance.

## Teams

Each company is a **team** with separate data: leads, conversations, integrations and reports are not mixed between teams. A user can have access to more than one team.

## Register a user

**1. Open Users**

In the side menu, open **Settings** and click **Users**, then the create button.

**2. Fill in the information**

In the **Information** tab, enter **Full Name**, **Email** and **WhatsApp Number** (with country and area codes, numbers only).

**3. Set the access**

In the **Access** tab, set the **Password** and **Confirm password**.

**4. Choose the team**

In the **Team** tab, choose the **Main team**, the **Departments** and, if needed, **Additional teams**.

**5. Choose the access group**

In the **Permissions** tab, choose the **Access Group** (the user's role).

**6. Save**

Save the record.

| Tab | Main fields |
| :- | :- |
| **Information** | Full Name, Email, WhatsApp Number, Notorius (AI) access |
| **Access** | Password, Confirm password |
| **Team** | Main team, Departments, Additional teams |
| **Status** | **Active User**. Turn it off to block access to the system |
| **Permissions** | Access Group |

The user list shows User, Team, WhatsApp, Notorius, Active and Created.

> [!TIP]
>
> For someone who left the company, deactivate the user instead of deleting: the history is preserved.

## Roles and permissions

In **Settings**, **Roles & Permissions**, each role is a group of permissions. The role is assigned to the user in the **Access Group** field.

**1. Create or open a role**

Click create, or edit an existing role.

**2. Give it a name**

Fill in **Role Name**.

**3. Check the permissions**

Use the **Resources**, **Pages**, **Widgets** and **Custom Permissions** tabs. For each resource, check actions such as View, Create, Edit and Delete.

**4. Save**

Save the role and assign it to users.

> [!NOTE]
>
> The plan's default roles cannot be renamed. For a different profile, create a new role.

## Two-factor authentication

Notfy supports two-factor authentication through an authenticator app. Each user can enable it in their own profile, after signing in.

## Frequently asked questions

> [accordion] A user does not see a menu
>
> The menu appears according to the role's permissions. Ask an administrator to check the role in **Roles & Permissions**.

> [accordion] How do I separate the service queues?
>
> Create departments and include each collaborator in the departments they serve, in the user's **Team** tab.

> [card] [Departments](https://docs.notfy.ai/en/configuracoes/criar-departamento.md)
>
> Organize sectors and queues.

> [card] [General settings](https://docs.notfy.ai/en/configuracoes/parametros-gerais.md)
>
> Company-wide rules.

> [card] [Privacy and LGPD](https://docs.notfy.ai/en/configuracoes/privacidade-lgpd.md)
>
> Consents and data subject rights.


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