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Add users and manage your team in the Teams view, including managing their details, roles, and which projects they have access to.

 

To add a new user:

  1. Go to Settings > Account > Team.
  2. Click the plus button Screenshot 2022-09-15 at 10.02.52.png at the top right.
  3. Fill in the following fields:
    • First name and Last name
    • Email address: The user logs in using this address.
    • Name in webchat (alias): This name is displayed to your customers if a webchat conversation is assigned to this user.
    • Active/Inactive: Status defines if the user is available for conversations. Set the user as inactive, for example, when they are on a planned vacation.
    • Role: See a list of roles a user can have.
    • Project: If you have several projects in your account, select the projects in which the user can participate.
    • Skill: If you have defined skills, you can assign one or more skills to a user.
  4. Click CREATE to finish the process.
    The new user receives an invite and must define a password for themselves. After that the user can log in to Engage.

 

You can edit and delete a user by clicking the three dotsScreenshot 2022-09-15 at 10.00.38.pngat the beginning of the user row .

 

If you want to use two-factor authentication when users login to Engage, click 2FA_button.png on the top right and activate the 2FA in the dialogue.

 

See more:

User roles

Use skills

Project intro

Version history
Last update:
‎01-20-2023 08:40 AM
Updated by: