Live Chat users and roles
Admin, Supervisor, Operator and Viewer - who answers, who sets up, who only reads - and custom roles.
Invite people under Settings > Users. Each person has one Live Chat role:
| Role | Can |
|---|---|
| Admin | Everything: chats, widgets, chatbots, settings, users and the plan |
| Supervisor | Answers chats, sees and joins every open chat, moves anyone's chat, sets up widgets, chatbots, shared canned replies and bans, sees reports |
| Operator | Takes and answers chats, sees visitors and past chats, keeps their own canned replies |
| Viewer | Reads past chats and reports. Answers nothing - and is free |
Admins, Supervisors and Operators answer chats, so each counts as an operator on your plan. When a business has more operators than its plan covers (after a downgrade), the first ones keep answering and the others can still read chats but not answer until you add operators to the plan. The business owner always keeps answering.
Custom roles
From Professional, Admins can make roles with exactly the rights you choose under Settings > Roles, for example operators who may also see reports.
Audit log
On Business, Settings > Audit log shows who changed widgets, chatbots, bans, users and settings, and who deleted or downloaded chats - and when.