Add a New User
When adding a new agent account, don't forget to assign them to the appropriate team! Read more here: Adjust Team Assignments
Administrators can invite other users to join their Satisfi Labs Dashboard using the instructions below:
Log in to your Satisfi Labs account
Select Settings from the menu on the left and then select Users
In the top right corner, select the button titled Invite User
Enter the following information for the new user:
Email Address
Full Name
User Type (Agent or Administrator)
Select the Send Invite button
Click on the user's account and enable toggles to any needed dashboard areas (Analytics/Self-Publishing/Live Agent Engine)
The user will receive an invitation email that needs to be accepted to finish creating their account
Please note that the invitation link will expire after 24 hours! If a user's invite to the system has expired, admins should resend the invitation using the following instructions:
Within the User's tab, find the user who needs their invitation resent.
In the column labeled "Invite Status", click where it says "Pending" next to the correct agent's name.
Once clicked, select "Resend Invite" in the popup and confirm the invite was successfully resent!
Example of the "Pending" Invitation Status
Remove a User
Before deleting an agent account, ensure that:
The user is marked offline
There are no unresolved, escalated conversations assigned to the user
The user has been removed from their assigned escalation team
Administrators can remove any user from their Satisfi Labs Dashboard using the instructions below:
Login to your Satisfi Labs account
Select Settings from the menu on the left and then select Users
Locate the user you'd like to remove
Select the Trash Can icon to the right of the user's account line
A popup will appear asking you to confirm this step. Select the Delete button to remove the user
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