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 Set up.
Then from the setup menu select 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.
- 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, Manager or viewer in the role drop-down.
- Choose Agent for agents
- Choose Manager if the new user requires manager-level access (Add, edit, remove new users and set up Message Templates).
- Choose viewer, for someone in an administrative role, who needs access to the analytics and the ability to view chats and not respond, and isn't as involved in the day-to-day Ivy usage and setup
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 sends to this staff member. Select "UPDATE SETTINGS" when complete.