How to do it
- 01
Open Settings, then Team members to see each person’s role and active status. Owners manage the workspace; administrators and supervisors receive the management tools permitted to their role.
- 02
Give agents access to the conversations they need to serve. Give analysts reporting access when they do not need to administer chat.
- 03
Review the navigation with a test account of each role before putting the team into service. Restricted controls should not appear, and direct API calls are checked as well.
- 04
When a role changes, ask the member to sign in again. Review Activity log after sensitive changes.