If you'd like to invite a new team member to use Chatavise, start by clicking over to the Users page. You can access the Users page by clicking the Settings gear icon at the top right of the screen, beside your profile.
You can add new team members on the Users page by clicking the “Invite a user” button at the top right.
You have two options when it comes to adding users to Chatavise; upload one at a time or all at once with a CSV.
To upload one user at a time, start by selecting this new user's location they're associated with and the role you'd like to assign them. Admins will have the highest level access out of these four roles, while service team members will have the least access to Chatavise.
Add the new user's first and last name, work email address, and cell phone number. You will also have the option to select which locations this user is allowed to see activity for in Chatavise. Select the relevant location checkboxes, or flip the All locations switch if needed.
After you've confirmed this user's contact information is correct, select whether or not you'd like this user to receive an invite text or not. This will give them the option to set up the Chatavise app on their phone. Once selected, hit the Invite button, and this user will be all set!
To mass-upload users to Chatavise you will need to upload a CSV with all of your users’ information. You can find an example of a Team CSV from the Upload Users tab on the “Invite a user” popup window.
