Team and Departments

Our platform features two dynamic user roles designed to streamline communication and workspace management.

Agents are the frontline communicators, expertly handling incoming messages with precision and care. They're responsible for responding to customer inquiries and ensuring smooth conversation flow by strategically re-assigning conversations when needed.
Admins enjoy expanded capabilities beyond standard agent functions. In addition to managing messages, they can dive deeper into workspace customisation, configuring widgets, adjusting settings, and wielding comprehensive administrative controls typically reserved for workspace owners.

Both roles work synergistically to create an efficient, responsive communication ecosystem that keeps your business connected and agile.

Managing your 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 dialogue, 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/avatar.
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 reset password 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 dialogue, 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 Members section of your workspace. Simply click the Delete button and confirm your decision.

Managing departments

Departments can assist in organising your team. You can create as many departments as you need and assign team members to them. A single member can be included in multiple departments.

Add department

To add a department, go to the Settings section and select Departments. Then, click the Add Department button. In the dialogue box that appears, enter the department's name and description.

Adding and removing members from the department.

After adding a department, you can include team members by clicking on the Manage Members button. In the subsequent dialogue, select the members you wish to add. To remove team members from the department, simply deselect them.