In this section, you can add users to your space and assign them specific roles. This ensures that each user has the appropriate level of access and responsibilities within the space.

Active Members

Active members are users who accepted the invitation according to the role assigned to manage the space, once they completed their registration.

The Active Members table displays a list of all active users who have access to the space currently. For each user, you can see the following information:

• Name: The full name of the user.
• Email: The email address of the user.
• Phone Number: The user’s phone number.
• Role: The assigned roles for the user within the space. Multiple roles can be assigned.
• Admin: Admins have full access to all features and settings within the space.
• Operator: Operators have access to most of the operational features within the space. They can have limited access to user management and high-level configurations.
• Viewer: Viewers have read-only access to the space. They cannot make any changes to the settings or operation features.
• Agent: Agents have access only to the Live Chat platform. They do not have access to the space.
• Last Active Date: The last date and time the user was active on the space.
• Actions: •
  • Edit: Click the Pencil icon to edit the user’s details or change their roles.
  • Delete: Click the Trash bin icon to remove the user from the space.

Pending Members

This Pending Members table lists all pending invitations that have been sent to users but have not yet been accepted.

For each pending user, you can see the following information from the table:

• Name: The full name of the user.
• Email: The email address of the user.
• Phone Number: The user’s phone number.
• Role: The assigned roles for the user within the space. Multiple roles can be assigned.
• Admin: Admins have full access to all features and settings within the space.
• Operator: Operators have access to most of the operational features within the space. They can have limited access to user management and high-level configurations.
• Viewer: Viewers have read-only access to the space. They cannot make any changes to the settings or operation features.
• Agent: Agents have access only to the Live Chat platform. They do not have access to the space.
• Link: Registration link.
• Date: The date when the invitation was sent.
• Actions:
  • Delete: Click the Trash bin icon to cancel the invitation to the space.

Invite User

Once you have reviewed each table located in the Users tab, you can proceed to add a new user by following these steps:

1. Click on the Invite User Button, located on the right side of the Active Members section, click the Invite User button.

   
   

2. Complete the following fields in the Invite Users pop-up:

   
   
   • Name: Enter the full name of the user.
   • Email: Provide the email address of the user.
   • Phone Number: Enter the user’s phone number.
   • Role: Click on the Role dropdown menu and select the appropriate role for the user. The available roles are:
     1. Admin: Admins have full access to all features and settings within the space.
     2. Operator: Operators have access to most of the operational features within the space. They can have limited access to user management and high-level configurations.
     3. Viewer: Viewers have read-only access to the space. They cannot make any changes to the settings or operation features.
     4. Agent: Agents have access only to the Live Chat platform. They do not have access to the space.

3. Add More (Optional): If you need to invite multiple users at once, click the Add More button to include additional user details.

4. Send Invitation: After filling in all the necessary details, click the Send button to invite the user to the space.

   Invited users will receive an email indicating that they were assigned under a certain role to a certain Space. For example:

   

   If the user account does not yet exist on our platform, the Go to Space link takes you to the registration form.

   

   By following these steps, you can easily add new members to your space and assign them the appropriate roles, ensuring they have the correct level of access and responsibilities.