Managing your team is quick and easy! Managers can add and remove existing users and edit all team members' access permissions.
Access Team Settings:
Click the 3 dot menu in your Ivy Chat Portal and select Teams.
View a list of your team.
Add and remove users from your team
To add users to your team, Click the Blue + circle in the bottom right of the page.
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Enter the name, Email address, and (optional) phone number of the new user you wish to add in the appropriate fields.
- Please note that if you intend to test with this user or use them in staff chat, you must add them upfront with their phone number in the international format [+] [country code] [subscriber number including area code]
- Select Agent or Manager in the role drop-down. Choose Manager if the new user requires manager-level access (Add, edit, remove new users and set up Message Templates).
To remove a user, click the X at the end of the row of their name, then click confirm.
Edit users' access permissions
Select the drop-down menu under ROLE with Agent or Manager to edit an existing user's access permissions.
Edit Escalation Notifications
To edit escalation notifications, select the pencil under NOTIFICATION SETTINGS.
Here, you can change/add when an email or SMS notification will send to this staff member. Select UPDATE SETTINGS when complete.