At Floatchat, we understand that organizations often have multiple individuals collaborating on the platform. To streamline and facilitate this process, we offer the ability to manage teams. By adding multiple people with different roles and logins, collaboration is streamlined, and the sharing of passwords can be avoided.
1.1 Access to Team Management: #
Only owners and supervisors have access to invite and manage team members. To access the team management feature, navigate to Configure > Team.
There are five main roles in the Floatchat platform:
2.1 Owner: #
The owner is the account creator and has complete access to all portal features and services. They can invite team members for any role and have the ability to delete any invited user.
2.2 Supervisor: #
Supervisors have access to all the features enabled for the account, except for the accounts tab. They can monitor and control the products they have been invited to. Supervisors can manage and supervise the live chat functionality, including chat assignment and team management. However, they cannot modify the account’s plan or access account information. Supervisors can invite other supervisors, bot builders, and agents. They have the privilege to delete and modify the roles and names of other users, except for the owner. Supervisors can be assigned channels and categories to receive live chat requests. If a chat request is triggered for a category with no assigned agents or supervisors, it will be routed to the unassigned tab of the owner and supervisor.
2.3 Executive: #
The executive role allows access to the accounts page, dashboard, train, and users. While executives have access to the training functionality, it is limited to observation. Executives do not have permission to create new bots, invite new users, or delete/modify accounts. However, they can modify the plan and deploy the bots they have been invited for.
2.4 Bot Builder: #
Bot builders are assigned roles specifically for building and testing bots. They have access to bot building and deployment tools, including Build, Configure, Deploy, Train, Broadcast, and Integrations. Account management, engagement tracking, and analysis are not part of the bot builder’s responsibilities. Bot builders do not have access to accounts, dashboard, users, or live chat functionalities. They can only work on the bots assigned to them and cannot add new bots.
2.5 Agent: #
Agents are assigned roles to handle all live chat requests on the system. They can access messages and a few settings under Account Settings but do not have access to other functionalities of the portal. Agents are assigned to specific categories to segregate the requests and ensure they are routed to the relevant agencies. Live chat request assignment is based on the availability of the agent, which is determined by their online/offline status toggle button.
3. Managing Team Members: #
3.1 Inviting Team Members: #
To invite a user onto the platform, click on the “Add Team Member” button.
3.2 Resetting the Password Link: #
This option allows you to share a password reset link with the user. The link is valid for 15 minutes and enables the user to reset their Floatchat account password.
3.3 Deleting Team Members: #
The “delete admin” option allows you to remove a team member from your account.
In case of any issues, feel free to reach out to email@example.com