Adding users
Follow the steps below to add your colleagues as users. You can select their rights during adding.1
Go to Settings and open Users
Go to Settings. Click on Users in the Settings menu
2
Add user
Click on Add to add a user
3
Add user details
You’ll now see the user profile and can add all details here. For a new profile the following details are mandatory:
- First name
- Last name
- E-mail address
4
Select role
Choose which rights you want to give to the user:
- Admin: Can adjust settings, edit and create Agents, and take over chats from other users.
-
Support Agent: Can help customers in the inbox and adjust personal settings.
Deactivate or delete user
You can deactivate or delete a user by clicking the options button and selecting deactivate.- Delete user: Choose Delete to permanently remove all data from this user.
- Deactivate user: Choose Deactivate to block access but keep all data from a user.
Reactivate user
Deactivated users can be found in the Inactive users tab. Click the options button to reactivate the user.