How do I add team members and set their live chat permissions?

Live chat is your team's shared WhatsApp inbox. It needs the Live Chat add-on in your subscription.

Open live chat

From the menu: Conversations → Live chat → Open Live Chat, or go straight to /livechat on your workspace address. There are mobile apps too: iPhone and Android.

1. Create a role with the right permissions

1. Open Administration → Team → Roles & permissions (/panel/v2/roles). Only the account owner sees this page.
2. Create a role (for example: Customer service) and tick its permissions, such as viewing live chat, viewing all chats or only my chats, sending messages and viewing contacts.

Tip: give an agent "my chats" only if they should see just the conversations assigned to them.

2. Add the team member

1. Open Administration → Team → Team members (/panel/v2/users) and click Add team member.
2. Fill in full name, email, mobile number with country code and password, choose the Roles, and save.
3. Send them the email and password so they can sign in on your workspace address or in the app.

The number of seats depends on your plan (for example 5 users on Starter and 10 on Basic). At the limit the add button is disabled with a message explaining why.

What happens next?

The member sees conversations according to their role. To share chats across the team, see Assign conversations manually or automatically.