Once you have your staff group(s) set up, it is time to add staff users.
Staff users are your representatives that need to use the system to participate in chats, review other users’ chats or administer the system. When creating a staff user you need to assign one of three user profiles:
- Staff users use the system to engage in chats.
- Staff administrators use the system to engage in chats as well as create and administer users and contact groups.
- System administrators are ultimately responsible for your organisation system and can customise, grant external API access and manage additional staff user permissions. This is typically a technical or senior executive resource. This is a very powerful role profile that should be restricted to as few users as possible.
Note: Each organisation must have at least one active system administrator. All other staff are usually set up with staff user permissions.
To create staff users, navigate to the Staff option on the Organisation Settings side menu. Select Create and populate the details for your users and assign them to the “All Staff” group created in the previous step.
If required, you can edit your newly created user record to have a separate set of public user details (email and phone number) from their secure mobile and email address required for system access.
Staff can also be created in bulk by uploading a CSV file.