How To Add and Manage Dashboard Users
Log in to the Client Chat Live Dashboard (https://app.clientchatlive.com/).
Username is the email address associated with your account.
From the homepage, use the left side navigation pane to select the Settings section.
Adding New Users:
Under the Manage Users section, select Invite User.
Enter the email for the user you wish to invite.
The Dashboard will search for the email provided to confirm the user is not already registered in the Dashboard.
If the user is found, the below message will display:
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If the user is not found on the platform, you will be prompted to fill out the new user details (i.e., First Name, Last Name, and role). Once populated, select Send Invite.
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Administrative Role - This role allows the user to manage all site settings and billing information, plus all functions a standard user can perform.
Standard User Role - This role can view data on the analytics tab, view and assign leads, download reports, update contacts, create all service tickets (i.e., general, new site, and Facebook messenger integration request), create new templates, and update their own profile.
The new user will receive an email from the Client Chat Live Dashboard (dashboard@clientchatlive.com) to register their account.
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You will see the user as pending until they have registered their account. Once they are registered, their status will be updated to Accepted.
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Editing or Removing Users from Dashboard:
Click on the 3 vertical dot icon on the user you wish to edit.
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Use the Edit User option to update the user's first name, last name, or role information.
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Use the Remove User to delete a user from the Dashboard.
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