The Users page in Chatavise provides a centralized view for managing all users in your account. From here, you can search, filter, perform bulk actions, and invite new team members — all in one place. This article walks you through the key features of the Users page and how to use them effectively.

1. Accessing the Users Page

To access the Users page, click Users from the sidebar navigation. You'll need the Manage Users permission to view this page. If you don't have access, ask your account admin to grant you this permission.

2. Viewing the User List

The Users page displays all team members in your account with an infinite scroll layout. For each user, you'll see:

  • Name and email address
  • Role (Admin, Manager, Service Team Leader, Representative)
  • Number of locations they have access to
  • Location groups they're assigned to
  • Survey alerts they receive
  • Last active timestamp

Click on any user to open their detailed profile page, which is covered in a separate article.

3. Searching and Filtering Users

Use the filters at the top of the page to narrow down your user list:

  • Search: Type a name or email to quickly find a specific user.
  • Location: Filter by the location(s) users are assigned to.
  • Role: Filter by user role (Admin, Manager, etc.).
  • Include Inactive: Toggle this on to include deactivated users in your search.
  • Location Group: Filter by location group assignment.

4. Performing Bulk Actions

The Users page supports bulk actions, allowing you to update multiple users at once. To use bulk actions:

  1. Select users by clicking the checkboxes next to their names.
  2. Choose an action from the bulk actions menu that appears.

Available Bulk Actions

  • Assign Locations: Add locations to the selected users, replace their existing locations, or remove specific locations. You can also assign location groups for easier management.
  • Assign Permissions: Grant or remove specific permissions (e.g., Campaigns, Channels, Bulk Text Messages) for multiple users at once.
  • Assign Notifications: Configure notification settings for selected users.
  • Assign Survey Alerts: Enable negative survey notifications for selected users.
  • Deactivate Users: Bulk deactivate users who no longer need access.
Note: When replacing locations, ensure at least one location is selected — otherwise the action will not complete.

5. Inviting a New User

To add a new team member to your Chatavise account:

  1. Click Invite User at the top of the Users page.
  2. Enter the user's first name, last name, email, and phone number.
  3. Select their default location — this is their primary business location.
  4. Choose their default role (Admin, Manager, Service Team Leader, or Representative).
  5. Optionally assign a location group if applicable.
  6. Choose how to send their temporary password:
    • Text: Send via SMS to their phone number.
    • Email: Send via email.
    • Neither: Add the user without sending credentials (useful for technicians who don't need login access).

Required fields are marked at the bottom of the form — complete all required fields before saving.

6. Understanding Location Groups

Location groups allow you to organize multiple locations into a single group for easier user assignment. This is especially useful if your account has many locations (e.g., 20+) and you want to assign users to a specific subset without selecting each location individually.

Location groups are covered in more detail in a separate article.

Need Help?

If you have questions or feedback about the Users page, click your profile at the bottom of the sidebar and select Get Help. From there, you can browse help articles or contact support directly.