This article will explain everything about user account and permission options.
Operator can access his account by clicking top right menu icon.
Once he logs in he will see his account like this
Required permission to access account page
Chat nickname- visitor will see this as operator name he is chatting with.
Job title- job title is visible in chat widget in operator profile block.
I receive other operators permissions request- means then other operator request some permissions this operator will get e-mail.
Skype- if operator enters his skype - icon will be shown.
If operator clicks checked to the left of the
eye icon he will get access to read this departments chats but not accept/chat.
Required permissions to access assigned departments tab
Required permission to be able edit assigned departments. Without this list will be just rendered without possibility for operator edit assigned departments.
Use can choose what lists he can see.
Required permission to change lists.
Personal canned messages
User can have personal canned messages also which will be visible only to him. Required permissions.
Personal auto responder
User can have also personal auto responder. Personal response messages will override default auto responder messages. Required permissions.
Auto responder for department also has to be setup.
User can change few general settings related to chats workflow.
I can see all pending chats, not only assigned to me
By default, dashboard
Pending widget shows all pending chats. You force pending widget to show chats only assigned to you by checking this options.
You can disable this option for operator by removing this permission.
Automatically accept assigned chats
System will automatically open assigned chat tab while you are on dashboard page.
Exclude me from auto assign workflow
Let say you are Supervisor and want to accept chats also, bot do not want to participate in auto assignment workflow. This is the option for you.
Auto preload previous visitor chat messages
Chat will automatically preload previous chat message if we find that visitor had any chats before.
Auto uppercase sentences
We will uppercase automatically operator sentences.
Maximum active chats
You can set how many active chats you can have. This will not assign any new chats to you if this number is reached. More information about auto assignment
Required permissions to see this tab.
In speech section you can setup default speech settings. If you choose languages you speak auto assign workflow will try assign these chats to you first.
This section allows you quickly see to what module/functions you have access to. User also can ask for permission to specific module. Using
Request permission button. Mail is send to User who have checked
I receive other operators permissions request.
To grant permission itself you have to edit
Role and just assign requested permission manually.
In this section operator can configure settings related to new chats notifications aldo enable activity tracking so he would go offline/online automatically.