Tab: Users

On the left side of the email you can see whether or not a user is logged in/logged off and Online/Offline* (by clicking the green button in the navigation bar).

You can create users in three different ways:

  • By clicking + Invite User - those users will receive an Email
  • By clicking + Create User - this user will directly be created by entering an Email and a password
  • By clicking Import Users - import users using a CSV file

📌Note: Here is a guideline you can send to help users sign up: User Manual: Create User Account

User Configuration

General

Email

(work) email address user shall get invited to

Role

assign the right permission to the user using Roles

License

give every user the right license

Display name

name that will be visible to customers when chatting through Live Chat

Picture

Upload a picture for the user, which will be visible during a Live Chat conversation

Description

Add a description to the user

Tab: Roles

With Roles you define who will be able to use what feature and access what part of the platform.

By default, there's only the Admin role. Admins have access to all parts of the application and can manage settings.

Permissions of every role can be edited by simply checking/unchecking the concerning checkbox.

Tab: Teams

Organise users according to their responsibilities and competencies.