The first thing you do is to create a role. This is necessary to differentiate the functionality, for example, create an Operator role and give access to chats. Create a Manager role to assign responsibilities. Then invite employees and give them access to Operator or Manager.
How to create a role
1. Go to your personal ChatApp account and select Selected company in the left side menu.
2. Click on the Employees tab.
3. Click on the Role button.
4. In the pop-up window, enter the Title of the role, for example, Operator.
5. In the Lines tab, you can enable access to one, several or all lines. Select the ones you want.
If there are no necessary lines, check if they are linked to the company.
1. Click on the Selected company tab in the left side menu. .
2. In the Settings section, click on the desired line.
3. In the Ownership section, click on Change button.
4. Select a company.
6. In the Chats tab, set up access rights. To do this, move the sliders to the right position opposite the permissions that you want to assign for this role. Click Done at the bottom.
For example: in the Reading column you can give access to view some chats. The option on the screenshot makes it possible for the operator to read only those chats where they are assigned to be in charge or where there is no person in charge.
7. In the Create Role section, click Save.
To edit a role, click on the Title of the Role in the Employees tab.
If you need to delete a role, click on the Delete a role button.
How to invite Employees
After creating the roles, invite employees.
1. Return to the Employees section.
2. Click on Employee +.
3. In the pop-up window, enter the employee's Email, select a role for them and click on Invite.
4. After accepting the invitation, the employee will be displayed in the Employees section.
How to edit Employees
1. To change an employee's settings, click on the icon with the employee's name.
2. In the Employee Data window, you can change the assigned role.
3. In the Employee from CRM section, you can match the selected employee with an employee from the CRM.
4. After making changes, click on Save.
5. If you need to delete an employee, click on Delete an Employee.