Understanding how to manage users within your Chatavise account is essential for maintaining team organization, ensuring the right permissions, and streamlining internal operations. This article walks you through the full process of managing a user—from profile settings to permissions and notifications.





Accessing the User Management Page

To begin, navigate to the Users page in Chatavise. Select a user (for example, your own profile) to open the detailed settings panel. You’ll be able to modify various sections:

1. Profile Details

In the Profile section, you can:

  • Set or update the username (doesn’t need to be an email—just a unique ID).

  • Add the user’s name and phone number. A mobile number is preferred for text-based password resets, but not required.

  • Optionally include both phone and email for full access recovery options.

  • Add a bio—this is especially useful for personalized tracking links sent to customers (e.g., when a technician is en route).

  • Choose a role:

    • Admin: Full access

    • Manager: Can manage users and settings, below Admin

    • Service Team Leader: Can manage reps

    • Representative: Limited access unless given additional permissions

  • Assign a default location, especially if your business uses multiple Chatavise locations.

  • Choose whether to display their avatar in message templates or tracking links.

2. Permissions Management

The Permissions section allows granular control over what a user can do. For example:

  • Manage Contacts grants access to the chats page.

  • Manage Users allows the user to make the very updates being discussed here.

Admins typically have all permissions by default. You can enable or disable specific abilities using checkboxes.

3. Location Access

You can assign which business locations this user has access to. This is helpful for segmenting teams by branch or region. Simply toggle locations on or off per user.

4. Notification Settings

In the Notifications section:

  • Enable push notifications if the user has the mobile app installed.

  • Enable email notifications if you’ve added an email to their profile.

You can also control what types of notifications the user receives, such as:

  • New opt-ins

  • Online reviews

  • Missed messages

  • (Coming soon) Negative reviews alerts

5. Resetting User Passwords

Need to reset someone’s password? Just click the “Reset Password” button. You’ll get a temporary access code which you can:

  • Copy and send manually,

  • Text to the phone number on file, or

  • Email it directly.

Once they log in, the user can create a new password.

Need Help?

If you have questions or need additional support, click Get Help in the Chatavise dashboard to reach the support team or browse helpful articles.