Editing
Assign seats for Conversations
(section)
Jump to navigation
Jump to search
Warning:
You are not logged in. Your IP address will be publicly visible if you make any edits. If you
log in
or
create an account
, your edits will be attributed to your username, along with other benefits.
Anti-spam check. Do
not
fill this in!
== Step-by-step instructions == To assign a seat to a user, follow the detailed instructions below: === 1. Open Conversations Settings === Begin by clicking on '''Conversations''' in the left menu. This action will direct you to the main Conversations interface. === 2. Navigate to Roles === Once in the Conversations area, select '''Conversations Settings'''. Here, a variety of settings and configurations relevant to Conversations will be available. Proceed by clicking on the '''Roles''' tab. === 3. Review User List === On the Roles page, you will see a list of all users in your ActiveCampaign account. Each user is displayed alongside their assigned user group and their current level of access to Conversations. === 4. Assign Access Levels === You have three levels of access to assign: * '''No access''': Users with this level cannot access any features related to Conversations, including the mobile app. * '''Viewer''': This role allows users to view interactions in the unified inbox but restricts them from taking action based on Conversations. They cannot mark conversations as complete or use the mobile app for Conversations. * '''Agent''': Users with this access level have full capabilities within Conversations—they can view, reply, and take actions based on Conversations, including logging into the mobile app. Note that this role requires a purchased seat. To assign a role to a user, click the appropriate radio button corresponding to the desired access level. If you need to change a user's role in the future, simply select a different radio button and confirm the change.
Summary:
Please note that all contributions to Activepedia may be edited, altered, or removed by other contributors. If you do not want your writing to be edited mercilessly, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource (see
Activepedia:Copyrights
for details).
Do not submit copyrighted work without permission!
Cancel
Editing help
(opens in new window)
Navigation menu
Personal tools
Not logged in
Talk
Contributions
Create account
Log in
Namespaces
Page
Discussion
English
Views
Read
Edit
Edit source
View history
More
Search
Navigation
Main page
Recent changes
Random page
Help about MediaWiki
Tools
What links here
Related changes
Special pages
Page information