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How to Adjust

How to Adjust User Types and Account Access

In the event you need to adjust a system user's account type and/or access, follow the instructions below:

  1. While in the Satisfi Labs dashboard, tap on Settings -> Users

  2. Select the user you'd like to adjust

  3. To adjust the user type, click the drop-down and select the correct account type

  4. To adjust access to Analytics/Publishing, select the corresponding toggles

  5. Hit Save and Close once complete

If you'd like to disable user access to the Live Agent Engine, you will need to delete their account. Before deleting their account, ensure that the user does not have any active conversations in the Live Agent Engine and has been toggled offline/removed from their assigned team.

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