Inviting and managing agents on iOS

[Mobile] 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 quick, easy and can be done from the mobile app. 

Here’s how you can add a new agent on iOS.

Select the You icon in the lower right of the screen ⮕ Property Admin Settings ⮕ select the Property ⮕ Property Members.

Click the + (Plus) symbol in the upper right corner to add a new agent.

Now just enter the email of the member you want to invite and choose either Admin or Agent status by flicking the switch.

You can only add two new agents at a time in the mobile app. If you need to add a larger group, it's best to do it in the Dashboard.

You can learn how to invite and manage agents from the Dashboard here: How to invite and manage agents 

Once you've entered the email and selected a status, click the green Invite button and you're done.

The new member will then receive an email asking them to confirm that they want to be added to the property. If they already have an account associated with the email, they’ll be asked to log into their account to accept the invitation. The invite will appear in the notifications at the upper right of the Dashboard (the bell icon).

If they don't yet have a account, they will be prompted to sign up for one before they can accept the invitation.

You can also delete up to 10 existing agents at a time by selecting the silhouette and pencil icon in the top right corner of the Agents screen.

If you need to disable an agent or change their admin status, you can select them from the Agents screen and use the toggle switches to make your changes.

If you have other questions, don’t hesitate to reach out to our support team or schedule a call.

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