Give them the extension and nothing else.
In review: written from the product, not yet walked through live.
Part of Control what each person can see and do in SkedX Flow — its video shows the whole feature.
1Choose Extension User
In Settings → Users & Teams → Users, open the person and choose Extension User in their role menu (1). SkedX asks you to sign in again first.
2They sign in to the extension
They sign in to the SkedX Flow extension as usual. If they open flow.skode.ai, it tells them their role uses the extension only and points them there.
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Common questions
What can they do in the extension?
What a Team Member can: the chats your Team Member role shows, replies, quick replies, the contact’s details — within any account or module limits you set.
Does the CRM see a different role?
SkedX sign-in and the CRM hold Team Member for them; Extension User is Flow’s own.
How do I give the web app back?
Choose another role, like Team Member, in the same menu.
Useful links
- Users & Teams in SkedX Flow — Users
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