Invite Users to the Platform

Invite users to the Communications Platform and assign a role that determines their platform access and permissions.

Invite a user

1. Open the Users tab and select Invite User.

   

2. Enter the user's details:

   • Name: Up to 250 characters.
   • Email address: Up to 30 characters.
   • Phone number.

3. Select a role from the Role dropdown.

   Role	Permissions	Platform access
   Administrator	Manage services, users, contacts, settings, broadcasts, and automations. Administrators have unrestricted access to system sections, features, and configuration options.	Communications Platform and Live Chat
   Operator	Perform operational tasks. Operators cannot manage user accounts or access Settings.	Communications Platform
   Viewer	View broadcast data, automation data, and dashboards. Viewers cannot create, edit, delete, or share broadcasts or automations.	Communications Platform
   Agent	Handle real-time customer interactions and conversations in Live Chat.	Live Chat

Invite agents

To invite multiple agents, select Add More for each additional agent. Select Agent from the Role dropdown for each person you add.

The counter on the right shows the number of available agent seats. It decreases as you add agents.

After you add the available agents, request an agent-count increase from the support team before adding more.

Each agent receives an email confirming their assignment to a Live Chat workspace. To complete registration, the agent selects Complete Account Registration, enters the invited email address, and creates a password. After selecting Sign up, the agent is redirected to the Live Chat platform.

4. Select Invite to send the invitation. To add another user, select +User.

   

5. Select Close. The platform sends the user an email to set up their account.

Manage invitations and active members

Users appear in Pending Invitations until they set up their account. In this section, view the invitation date in the Date column or delete an invitation by selecting the Delete icon in the Actions column.

After a user sets up their account, they appear in Active Members. The Last Active Date column shows the user's most recent connection date.

To update an active member's name, email address, phone number, or role, select the Edit icon in the Actions column. To remove an active member, select the Delete icon and confirm the deletion. The user then loses platform access.