User Management

The User Management section helps you effectively organize your support team, manage roles, distribute tasks, and maintain control over interactions with your customers.

Members

• Members allow you to add and manage your support agents or administrators.

• To add a new member:

• Click the ”+” button.

• Select a User from the list.

• Assign a Role:

• Admin: Full access, can manage users, departments, and settings.

• Agent: Limited access, handles customer interactions assigned to their department.

• Click Save.

Departments

• Departments help you efficiently distribute customer interactions to specialized groups (e.g., Sales, Support, Billing).

• To create a new department:

• Enter a clear Name and a brief Description.

• Assign Members who will handle interactions within this department.

• Click Save to apply.

Ban List

• The Ban List allows you to manage banned users or IP addresses to prevent unwanted interactions.

• When needed, you can ban users directly from the chat interface and view them in this section, along with their ban reason and the date.

Efficient user management ensures a streamlined and responsive customer support experience.