
A refreshed user management experience
Overview
We've refreshed the user management experience with a new interface across both Agency and Account. The same actions and the same data you rely on today - now cleaner, better organized, and easier to navigate.
My Profile has been reorganized into tabs, the user listing and Create/Edit User flows have been redesigned, and the "Team" and "My Staff" labels are now unified under a single, consistent name: Users.
This update is now available and can be turned on from Labs.
What changed
My Profile, reorganized into tabs - Your profile settings are now split into clearly labeled tabs instead of one long page.
Agency: two tabs - general tab carrying personal details and security tab carrying details like password, sign out everywhere and two-factor authentication
Account: five tabs - General, Security, Calendars, Conversations, and Notifications - all with a refreshed UI.
A streamlined Notifications tab (Account) - The Notifications tab now gives you clear, channel-wise visibility into your notifications, replacing the earlier cluttered layout.
Team" and "My Staff" are now "Users" - We've standardized the naming across the platform. "Team" (Agency) and "My Staff" (Account) are now both called Users, for a consistent experience everywhere. Only the label changes - the screen works exactly as before.
Refreshed Users listing - An updated look and feel for the screen where you view and manage users.
Redesigned Create and Edit User flows - The flows for adding and editing users have been refreshed, including how permissions are managed.
Clearer Roles & Permissions - The Roles and permissions tab in the Edit User flow has been reworked for clarity
Navigate permission modules from a left-hand panel instead of scrolling through the entire page.
Scopes within each module are shown in an accordion, collapsed by default, to keep the view clean.
Search for a module to jump straight to it - results open in an expandable format.
Refreshed Account user settings tabs - In the Account Edit User flow, the additional tabs also have a revamped UI: Call and voicemail settings, User availability, Calendar configuration, and Notification settings.
My profile - Agency view: General tab
My profile - Agency view: Security tab
My profile - Account view: Personal details tab
My profile - Account view: Notifications tab
Users listing page
Edit user - Account view: Roles and permissions
Additional notes
- This is a UI and navigation refresh. The underlying capabilities and permissions stay the same.
- Your existing profile settings, user data, and permission configurations carry over unchanged.
- The rename to "Users" is a label change only - no impact on functionality.
- The tabbed My Profile layout gives us room to add more configurations in the future without cluttering the page.
How to enable
- Navigate: Go to Labs in your Agency settings.
- Enable: Turn on ‘User Management - UI Refresh
- Explore: Head to My Profile and Users to see the new experience.
Roll-out & availability
- Release date: Sep 07, 2026
- Status: Live via Labs
Need help with this?
If you'd like help setting this up or want to know what it means for your account, book a quick call and we'll walk you through it.
