Search the Help Center
  1. Spotler Message Help Center
  2. Organization
  3. Organization

Articles in this section

Agents

Agents are the users in your Spotler Message account. Agents can be linked to conversations. In this module you can see an overview of agents, add agents and manage agents. 
Agents.png

On this page you have the following options:

This is only possible if you have the appropriate permissions

Only administrators can create and manage agents.

Overview Agents

The Overview section provides a list of all agents in your account. You can sort by availability, by last seen and by role. You can use the search bar to find a specific agent quickly.

Clicking on a agent in the list reveals the following:

Agent details.png

  • Overview: details of the agent like role and privileges and if Two-factor authentication is enabled.
  • Teams: here you can see which teams the agent is linked to.
  • Reset password: you can reset the password of an agent if you have an administrator role.
  • Delete: delete an agent when they should no longer have access to your account
  • Edit: edit the details, role, security options or teams of an agent. These are the same options as when you add an agent. Read more under the head Add agent.

Add Agents

Click on the button +Add in the module Agents to add an agent.
Add agent_new.png

A new window will open:

Add agent.png

You will see three steps:

  1. Details
  2. Role
  3. Teams

1. Details

Fill in the name and email. It is also possible to upload a photo or change the color of the avatar. 

2. Role

Select a role for your agent:

Role agent.png

Select role

  • Basic: this role has access to conversations only.
  • Standard: this role has access to conversations and contacts and can view settings.
  • Global Administrator: this role has full access to everything including insights.
  Basic Standard Administator
Conversations Full access Full access Full access
Commerce Full access Full access Full access
Chat Full access Full access Full access
Contacts No Full access Full access
Organization No Read only Full access
Channels No Read only Full access
Insights No No Full access
Settings No Read only Full access

Additional privileges

You can check this option if you want the agent to have access to the Insights module.

3. Teams

What teams does an agent need access to? Teams is a collection of colleagues who have access to a collection of channels.

Add agent_Teams.png
Click on invite to add the agent. The agent will receive an e-mail with an invitation.