7. Users

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This

1. screen allows Admin usersHow to view,Add create,a editNew and delete system users. 

User

1. ClickGo onto the “ADDUser USER”Management page.
2. Click the green + Add User button onin the toptop-right right-handcorner.
   
   

2. corner to createInviting a newTeammate

When user.the Invite a teammate popup opens:

1. Full name: Enter the usernamenew anduser's key-inname.
2. Email aaddress: temporaryEnter passwordtheir email address.
3. Role: Select their role (ADMIN or MEMBER).
4. Queues: Choose the chat queues this user can access (you can select more than one).
5. Permission groups: Select the permission level for the user. Users may change
6. Click the passwordgreen afterSend theyinvite loginbutton.
   • Note: toThe the system.
   • Useruser will receive an email notification with links for theminvitation to loginlog in and set up their profile.

3. Editing a User

1. Click the Pencil icon next to the system.user you want to edit.
2. Update their Name, Role, Queues, or Permission groups.
   • Note: You cannot change a user's email address here. The user must update their email from their own profile is the user role, which is Admin or User.page.
   • Assign chat Queues that the user can view and access. You may assign more than one Queue for a user.
   • Assign the permissions that the user can access. You may assign more than one Queue for a user.
   • You may also set the default WA Account that the user will use when managing tickets.
3. Click “ADD” when done and the systemgreen userSave is created.button.

• We can edit the user profile by clicking the “pencil” icon.

4. What the User Sees

• When a user logs inin, tothey thewill system, he/she canonly see the queuetickets and queues that you assigned onto them.
• They can view and select their assigned queues at the topbottom right hand sideleft of the screen,screen asat perall the below screenshot.

  
  

  times