Invite Users to the Platform

You can invite users to the Digital Customer Engagement platform with roles that are divided into four hierarchical levels.

From the Users tab, click on Invite User to invite users to the platform.

A dialog will appear where you can enter the user's information and specify what permissions you want this user to have. The steps are the following:

1. Enter the name of the user. (Up to 250 characters)

2. Enter the user's Email address. (Up to 30 characters)

3. Enter the user's Phone Number.

4. Set user's permissions by selecting the Role dropdown:

• Admin : Admin accounts are allowed to manage the platform, services, subscribers and users, and have access to all pages and functions in the platform.

• Operator : Operators are unable to modify or add user accounts. This can only be done by ‘admin users’. They have no access to the Settings section.

• Viewer : This user type has view-only access to the platform. Viewers can't create, edit, share, or perform analysis on messaging or interactive campaigns, subscribers or data, or any modifying function.

• Agents: Send invitations to each of the agents who will be added to the Live Chat.

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NOTE

Please note that you can send the invitation to a specific number of agents, as requested by the total agents you specified to the support team to add to the Live Chat. If you want to increase the number of agents, please contact the support team.

For each agent you are going to invite, select the Add More button.

For each agent you want to include and send the invitation, select the Agent option, from the Role dropdown menu. Additionally, a counter will be displayed on the right side, indicating the total number of available agents remaining to send the invitation. That is, for each agent added, the counter will decrease.

When you finish adding the agents, you won't be able to add more. Unless you request the support team to add an increased number of agents to the live chat.

The agents will receive an email notification indicating that they were assigned as an Agent to a certain space.

The agent selects the Complete Account Registration button and must enter the email to which the invitation was sent and set a password for accessing the live chat. Finally, the Agent clicks on the Sign up button and will be redirected to the Live Chat platform.

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NOTE

Agents cannot access the Digital Engagement Platform, only Live Chat.

For more information on how to set up the Live Chat feature, go to the Live Chat Configuration section.

5. Select Invite , to invite the user to the platform. If you want to add another user, select +User.

Once you click Invite, select Close , the dialog will close and an email will be sent to the user notifying him to set up his user account.

While the user accepts the invitation to set up his account, he will be in the Pending Invitations section.

From the Pending Invitations section, you can view the date when sending the invitation to the user in the Date column or you can delete any invitation by selecting the Delete icon located in the Actions column.

Once the user set up his account, he will immediately be placed in the Active Members section.

From the Active Members table, every time the user enters the system, the date of his last connection will be recorded in the Last Active Date column.

If you want to modify the details of each active member, such as their name, email, phone number, and role, click on the Edit icon from the Actions column. Alternatively, if you want to remove an active member, click on the Delete icon. Once selected, the user will no longer have access to the platform.