Users and account

In Settings (at the end of the side menu, in the SETUP section) you manage who can access your store and your store’s basic details, such as name, country, and currency. The page is split into tabs — you only see the tabs you have access to:

Tab	What’s there
Store	The store’s name, country, and currency, plus the Attendance survey (see below).
Subscription	Your plan, the cycle’s costs, and your invoices. See Plans and billing.
Users	The people on your team and what each one can access.
Abandonment reasons	E-commerce stores only: the list of reasons the AI uses to classify why a cart was abandoned. You can hide default reasons and create custom ones.
Channels	A shortcut to manage WhatsApp and the setup for branded short links.
Appearance	The app’s language and theme.

Tip

Language and theme are also in the Your account menu, at the bottom of the side menu, next to Log out — so anyone on the team can change them, even without access to Settings.

Team users

Here you add the people who can sign in and work in your store, set each person’s role, activate or deactivate access, and remove anyone who no longer needs to sign in. Each person gets their own login.

Available roles

When adding or editing a user, you choose one of three roles:

Role	Access
Owner	Full store access. Cannot be removed or have their role changed.
Administrator	Full store access.
Attendant	Custom access — always includes Inbox and Chat; an administrator grants extra areas individually.

Only the Owner and Administrators can add, edit, or remove users. Sales Intelligence and connecting the AI assistant are also limited to them.

Extra areas for Attendants

When you add an Attendant, you can tick the extra areas they can access:

• Dashboard
• Automations
• WhatsApp Templates
• Broadcasts
• AI Agent
• Human handoff
• Catalog
• Integrations
• Settings
• Billing

E-commerce stores can also grant Ads. CRM accounts can also grant Pipeline, Deal in Inbox, and Lost reasons.

Inbox and Chat are always included and do not need to be selected.

Granting Dashboard also gives access to WhatsApp Health and Customers (in e-commerce stores). Granting Settings or Billing makes the Settings item show up in the menu, with the matching tabs.

Tip

On CRM-mode stores, there’s an extra area called Deal in Inbox. It grants the deal rail inside the conversation — moving stages, editing the value, assigning an owner, marking Won/Lost — without giving access to the full Kanban board. It’s useful for an attendant who only needs to act on the conversation, without seeing the overview of every deal.

Add a user

1. Go to Settings → Users.
2. Click Add user.
3. Enter a name, email, and a password (at least 8 characters).
4. Choose the Role: Administrator or Attendant.
5. If you chose Attendant, tick the extra areas they can access.
6. Click Create.

There’s no email invite: you set the password when you create the user and share the login with them. They can also sign in without a password, using a code sent to their email (see how to sign in to Infynia).

Give access to someone who already has an account

If the email you type already has an Infynia account in another store you manage, the screen says This email already has an Infynia account and shows the account’s name. Check it’s the right person and click Give access: they get access to this store with the role you picked, sign in with the password they already use, and their access to other stores doesn’t change.

Edit a user

1. Open the person’s row in the user list.
2. Change the name, email, or role if needed.
3. To change the password, type a new one (leave it blank to keep the current one).
4. If the role is Attendant, adjust the extra areas granted.
5. Use the Active toggle to allow or block access.
6. Save your changes.

Remove a user

Use the delete action on the person’s row and confirm. Removing a user takes away their access to this store. If they don’t have access to any other store, their account is deleted too.

Rules and limits

• Each email maps to a single Infynia account. If the email is already used by someone who isn’t part of another store of yours, you can’t add it.
• A password must be at least 8 characters.
• The Owner cannot be deleted and is the only user whose role cannot be changed.
• Inactive users can’t sign in until they’re reactivated.

When someone doesn’t have access to an area

If a team member opens a page that hasn’t been granted to them, Infynia shows You don’t have access to this area. Grant the area in Settings → Users and ask them to click Refresh page — permissions only reload when the page is refreshed.

Store settings

Here you manage your store’s basic identity — its name, country, and currency. These details control how your store is labelled and which currency amounts show in.

How to adjust

1. Go to Settings and open the Store tab.
2. Edit the store name.
3. Pick the country (this suggests a matching currency).
4. Adjust the currency if needed.
5. Save your changes.

Rules and limits

• The store name is required — keep it short.
• Pick the country and currency from the lists of supported countries and currencies.
• The Owner, Administrators, and Attendants who were granted Settings can change these settings.

Note

There’s no timezone, business-hours, or sender-name setting here. Your WhatsApp sender identity comes from your connected WhatsApp number and your message templates.

Attendance survey

On the same Store tab, the Attendance survey section sets up the satisfaction survey sent over WhatsApp after a conversation:

• Tick Allow AI to send the survey automatically so the AI sends the survey when it resolves a conversation. Sending it manually from the Inbox is always available.
• Under Custom messages (optional), adjust the resolution question, the rating question, and the messages for a happy customer and for when the customer’s issue wasn’t resolved. Leave them blank to use the default texts. The button and star texts can’t be edited.

See how the survey works in Inbox and where to follow the results in Attendance metrics.

Related pages

• Plans and billing
• Connect WhatsApp
• FAQ