In FindAllChat, you can assemble a team to assist with handling incoming messages, managing clients, and more. Your team members can have one of two primary roles:
- Agent: Responsible for managing incoming messages, replying to customers, and re-assigning conversations.
- Admin: In addition to the responsibilities of an agent, can manage widgets, workspaces, and settings, performing all actions available to a workspace owner.
Managing team
Add a team member
To add a new team member, follow these steps:
- Navigate to the Settings section and select Members.
- Click the “Add member” button located at the bottom right corner of the page.
- In the ensuing dialog, enter the member’s name and email. Optionally, you can also set a display name (that name will be visible in the LiveChat widget) and user picture.
- Choose the role for the new team member:
– If you are adding an agent, specify the widgets and integrations that the member will have access to.
– If the new member is an admin, they will automatically have access to all widgets and integrations.
Once you add a member, they will receive an email notification.
Change a password for existing member
Team members can update their password and other account details in their account settings. They can also reset their password using the standard procedure.
As the workspace owner, you have the ability to change a specific member’s password. To do this, go to the list of team members and click the Change Password button for the selected member. In the subsequent dialog, you can either manually set a new password or automatically generate a strong one. Additionally, you have the option to send the new password to the member’s email address or not.
Delete team member
If you’ve decided to remove a member from your team, you can easily do so in the Settings / Members section of your workspace. Simply click the Delete button and confirm your decision.