This article will show you how to manage your live chat team members within the Conversations app in your dashboard.
Log into your dashboard and press the circular icon at the top right. Then, select "Settings".
At the top of the page, select the "Apps" tab.
In the left rail, select "Conversations".
Scroll all the way down to the "Live Chat Team Members". There, you will see the member information including the Name, Status dropdown, Live Chat Seat toggle, Team, and Permissions.
Live chat team members will reflect the users in your dashboard. So if you want to add new members, add that member as a user in the dashboard. If you don't want that particular user to be in the live chat system, you can toggle their seat off.
You can change the status of that team member under the Status column. If that team member is available and ready to take tickets, you can set them as "Active", otherwise, you can set them as "Away".
In the Permissions column, you'll see an "Edit" button for each member. There you can limit which conversations the user has access to, edit their managerial access, and edit their ability to reassign conversations. See information below for a breakdown of each permission:
In "Conversations Access", you have three options. "All Conversations" allows the user to access every conversation that is opened through the live chat. "Conversations assigned to their team" allows the user to only see the conversations assigned to their specific team, limiting their ability to see tickets assigned to other teams. "Conversations Assigned to them" allows the user to only see the conversations assigned to them directly, limiting their ability to see tickets assigned to anyone else.
In "Manage Access", you have a toggle with two options. If the toggle is set to "On", this allows the user to manage other teammates, seats, and permissions. If the toggle is set to "Off", the user will not have the ability to manage those aspects.
In "Access to Reassign", you have a toggle with two options. If the toggle is set to "On", this allows the user to reassign conversations. If the toggle is set to "Off", the user will not have the ability to manage conversation reassignments.
Congratulations, you can now manage and control your live chat team members in your dashboard!