User Roles: Setup Guide

By following this guide, you should be able to easily add and manage agents in your LimeChat dashboard.

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Introduction:

Access to LimeChat's features varies depending on the role assigned to each user this provides the ability to add multiple users to your dashboard and assign them specific roles. and gives account owners the flexibility to customise access to LimeChat's features based on the roles and responsibilities of each team member.

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Understanding User Roles in LimeChat

Role	Function
Administrator	Administrators have comprehensive access to all LimeChat features enabled for your account. This includes settings, billing, analytics, along with all privileges of a normal agent
Supervisor	This role combines the capabilities of an Agent with additional access to the Analytics dashboard. This allows them to monitor and analyse customer interactions
Agent	Agents primarily have access to conversations in assigned inboxes. They can assign conversations to other agents or themselves and have the ability to resolve conversations

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How to add Agents

Follow these steps to add a new agent to your LimeChat dashboard:

1

Log into your LimeChat Dashboard.

2

Navigate to Settings > Agents.

3

Click on Add an agent in the top-right corner.

4

In the pop-up window, fill in the necessary details:

• Agent Name

• The Inbox you want the Agent to be part of (this can be assigned now or later).

• Role (select from the dropdown list)

• Email Address (they will receive credentials to log into the dashboard at this email).

• Concurrency: Concurrency is used to limit the number of tickets assigned to an agent at any moment of time.

  

  

5

Click on Submit. The new agent will be added successfully.

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FAQ's

Can I change an agent's role after they've been added?

Yes, you can adjust an agent's role at any time by navigating to Settings > Agents, selecting the agent, and adjusting their role in the dropdown menu.

Can one agent be assigned to multiple inboxes?

Yes, an agent can be assigned to multiple inboxes. This can be done during the agent addition process or later by editing the agent's details.

What if an agent forgets their login credentials?

If an agent forgets their login credentials, they can reset their password using the 'Forgot Password' link on the login page. An email with reset instructions will be sent to their registered email address.