How to manage Operator seats?

There are admin account and staff account

Admin account: this role can use all features within the app as Store Owner account



Staff account: this role is limited by using Chat and Customer only on Menu bar.



Please follow these steps to add an operator seat on your store:

Go to Settings > Operators



Click on "Add Operator" button



Choose the type of seat (admin account or staff account) > enter the email you want to invite to your store > click on the "Add" button



Then, there will be an invitation sent to the email of the operator you've just added



How can the invited agent join in your store?

Create account

Once you add operator, assigned person will be invited via an Email to confirm.



Then click on the button "Sign into Chatalyst" and fill your information to create account



Forgot password

In case you forget your password, please press "Forgot password".



Then fill required information and you will get an Email to reset new password



NOTE

Your Store Owner account will be added by default, and you cannot remove it.



In case you want to edit the store owner email, please kindly refer to this article

Should you need further support, please feel free to contact us via live chat or email us at support@perfectapps.io

Updated on: 24/11/2021