If you have a technician moving to a more customer service-oriented position instead of out working in the field, there's not much you need to do to get them set up and using Chatavise.
Technician information is uploaded from PowerMagic into Chatavise every morning when job assignments are determined. This automatically connects tech IDs and profiles to jobs and ensures that you won't need to create a new profile whenever new technicians start.
Customer service associates, however, do not have their information passed from PowerMagic to Chatavise. CSA information is solely stored in Chatavise, so any adjustments that need to be made to this new CSA profile need to be done within Chatavise.
To update this user's profile, head to the Users page from the Manage dropdown.
Search by name for the user you'd like to update using the search bar.
From here, you're able to change the role of this user. To change the role, click on the dropdown menu and select the role that best represents this user.
Ideally, office team members who are expected to manage messages will be upgraded to a role of manager or admin. Admins will have the highest access within Chatavise (besides account holder), while manager permissions will be a bit more limited.
Once you've updated this user's role, click on the Save button to save these changes.
If this user profile still contains a tech ID, there's no need to worry about removing it. These tech IDs only come in handy when a user is assigned to a job. As long as this user is not assigned as a tech to any new jobs, this ID will be irrelevant.