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  • Account (Required): Account Name is a unique identification ID for you. Once an Account Name is created, it can not be modified.

  • Password: Password is used to verify identity and protect account security. The password needs to comply with complexity check rules.

  • First name (Required) and Last name: The agent's first name and last name.

  • Alias (Required): Agent's name, is displayed to visitors in the chat window. The default alias is First Name + Last Name.

  • Email (Required): The agent's email address. Email can be used to log in, and can be used to receive relevant event notifications and 2FA captcha.

  • Phone: The agent's phone number.

  • Chat Queues: Select which queue the agent belongs to. For more settings about Chat Queue, please refer to Queue Management 9.1.2 Queue Management.

  • Roles: The roles that the agent act as in your team.  For more settings about Role, please refer to Role & Permissions9.1.4 Roles&Permissions

  • Skills: Select which skills the agent have. For more settings about skills, please refer to Skill Management 9.1.3 Skills Management.

  • Active: When this option is turned off, the user's status changes to inactive, and the administrator can turn it on at any time. When the account is in the status of inactive, the user will not be able to log in. You need to contact the administrator for activation.

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