Settings > User Management
Add new team members through
+ Invite User - those users will receive an email invitation.
Here is a guideline you can send to help users sign up: Email Invitation Guide
|(work) email address user shall get invite to|
|Role||assign the right permission to the user using Roles|
|Display name||name that will be visible to customers when chatting through Live Chat|
All "Advanced" configurations are relevant for Routing Rules
|Tags||describe the specific skills of this agent - use tags to route messages to an agent with expertise|
|Max. concurrent Chats||number of chats that can be handled parallel by agent (to skip agent from incoming messages)|
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.
Team up users according their responsibilities and competences. This allows you to assign chats to whole teams instead of single users in LiveChat.