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How do I add agent users to Chat Desk?

Log into the Clickatell Portal. Click the profile icon in the top right and select 'User Management' from the drop-down.

Click the '+ New User' button.

Add the user's personal details, and assign one or more roles to the user.

Click the '+ Add Role' link to assign this role to the user. You can assign more than one role per user. Clicking the 'Invite User' button will send an email invitation to the user. The email contains a link directing the user to the sign-up page where they can set their password and gain access to the portal. The new user is added to your Users table with the status 'Invite Pending". This will change to 'Active' once the user has accepted the invitation, set their password, and logged into the portal. 

To edit an existing user, navigate to 'User Management' and select the user you want to edit from the table.

For more information, see the Chat Desk User Guide.

 

If you are currently using the old user portal:

Go to Settings --> User management and click the "Add user" button in the top right corner. Enter the first name, last name, and email address of the user you want to add. You can add multiple users by clicking the '+' icon. Select the roles you want to assign to each user.

Once confirmed, email invitations will automatically be sent to the email addresses you provided. The emails provide users with instructions on how to verify their account and set their own password. The new agent user will appear in your user list as soon as the user verifies their account by logging in.

To manage or change the roles and permissions of your users, go to Settings --> User management and select the user from the table.

 

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