How to invite and manage agents

By Shane Wall

Last Update 2 个月前

tawk.to is an agent-centric chat application. Everyone with a free account is known as an Agent and any agent can be given access to a Property or website with the chat widget installed. For example, if you added a friend to one of your Properties, they would be able to see visitors on your website and answer chats from them.

Adding agents to a property is super quick and easy. To get started, make your way to the Administration section in the bottom left corner of the Dashboard and select Property Members from the list.

If you have multiple properties, make sure to check you're currently viewing the correct one by hovering over the hamburger icon at the top of the Dashboard.

In the Property Members section, you'll see a list of all of the agents associated with the currently selected property. You can make changes here to each agent, controlling whether they have admin status and enabling or disabling their access to the property.

To add a new agent to the property click the green Invite Member button in the top right corner, enter the email of the member you want to invite and choose either Admin or Agent status. If you want to add multiple people, click the + Add Another button. Once you've entered the email and selected a status hit the green Send Invitation button and you're done on your end.

The new member will then receive an email asking them to confirm they want to be added to the property. If they already have an account associated with the email they will now see the new property in their Dashboard when they log in. If they don't yet have a tawk.to account, they will be prompted to sign up for one before they can accept the invitation.

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