We at Engati understand that organizations have multiple folks collaborating on the platform. In order to streamline and ease this process, we have the ability to manage teams. Adding multiple people on different roles with different logins can be used to streamline collaboration and prevent password sharing.
Only owners and supervisors can access and invite team Members by navigating to Configure > Team
There are five main roles in the Engati platform.
This role is assigned to the account creator. The owner has complete access to the portal features and services. The owner can invite a team member for any role and can delete any invited user.
A Supervisor has access to all the features enabled for the account except the accounts tab. The supervisor can only monitor and control the products they have been invited to.
Additionally, Supervisors can manage and supervise the live chat functionality, from chat assignment to team management, everything can be accomplished by them.
An Executive role allows you to access the accounts page along with the dashboard, deploy, train and users.
Bot builder role is assigned to purely build and test bots. Bot builder gets to access bot building and deployment tools i.e Build, Configure, Deploy, Train, Broadcast, and Integrations.
Agent role is assigned to handle all live chat requests on the system. An agent can only access Messages and a few settings under Account Settings and doesn’t have access to any other functionality of the portal. The agent can be assigned a category to segregate the requests to the relevant agencies.
Click on the Add Team Member to invite the user onto the platform.
Note: An account registered on the platform is not allowed for addition as a team member to a product.
This option allows you to share a link with the user via which they can reset the passwords of their Engati Accounts, the links are valid only for 15 minutes.
The delete admin option enables you to remove a team member.