Team, roles & white-label

What it does

• Self-serve signup with email + SMS two-step verification
• Onboarding with tier selection and ToS/Privacy acceptance
• Role hierarchy: agent, manager, admin, super-manager, superadmin
• User impersonation for support (audited)
• Superadmin tenant console (list, enter, manage)
• Platform white-label branding (name, logo, color, favicon, support)
• Per-tenant reskin and business profile
• Customizable navigation rail — show, hide and reorder the tabs each role sees
• Module platform: enable/disable features by plan tier
• Multi-location organization accounts
• Cross-location transfers — hand a conversation or phone number to a sibling location, consent re-resolved and audited
• One-click 'Switch from Podium' importer to migrate your contacts and history
• Role visibility controls — admins choose exactly which sidebar tabs each staff role can see
• In-app Help Center — a searchable, role-aware help drawer on every page

Why it matters for your business

Run it like it's yours. Granular roles keep agents, managers and admins in their lane, multi-location support gives each site its own number and inbox under one account, and white-label branding puts your logo and colors on the product. It scales from one shop to many without turning into a mess.

Questions & answers

Can I brand the platform as my own?

Yes — white-label branding applies your name, logo and colors, and multi-location billing is a volume discount: your second location is discounted off your plan, and every location from the third on is 50% off (up to 25 locations — exact amounts on the pricing page).