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How do I setup access to SalesChat?
How do I setup access to SalesChat?

Learn how to configure access to SalesChat so specific teams or users can respond to customer messages.

Updated this week

Applies to: Admin

When using SalesChat, the Admin can adjust access so different teams or users can view and respond to customer messages.

Overview

  1. Click "Settings", then "SalesChat"

  2. Click "Access"

  3. Edit the settings for a group clicking on the arrows by "Can view" or "Can send"

  4. Click "Edit" to give access to additional users or teams.

  5. Click "Save"

Step-by-Step Guide

1. Navigate to "Settings" then click "SalesChat"

2. Click "Access"

3. Adjust the settings for Admins or Everyone by clicking the arrows.

4. To give SalesChat access to a new user or team, click "Edit". Select the user or team, verify the permissions you want to set, and click "Save".

5. To remove a user or team from SalesChat, click the arrows by their current access level and click "Remove". Then click "Save".

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