Team and employee roles at Jivo

In this article, we’ll show you how to work with the “Teammates” section in JivoChat.

Employee management is available to the account administrator in the JivoChat app - section “Manage” - “Teammates”.

This section displays a list of your team members who have been added to your account, which roles each of them performs, and access to employee settings:

Agent role

Agent - an employee who can respond to incoming customer requests (chats, calls, emails). Agents are indicated by the symbol - ✨. The agent has access to the “Incoming” tab in the Contact Center section, as well as the ability to start a chat with the client in the “Visitors” section.

Employees without agent rights can use the application to communicate with colleagues in team and group chats, make outgoing calls and, if they have administrator rights, outgoing communication with clients. However, the Inbox section will not be available to them.

In order to assign an employee as an Agent, you need to activate the settings switch as shown below:

An unlimited number of employees can be assigned as agents, but your license determines how many of them can simultaneously work with customer requests. If the maximum available number of agents is already logged in the application, then subsequent agents will not have access to the Inbox section, and upon entering the section they will see a prompt:

To log in as an agent, you can open the “Team” section and send a message to the administrator asking to increase the number of licenses, or write to a colleague agent online and ask him to free up a workplace for you (they will need to logout).

Admin rights

Admin is an employee who has access to account settings, statistics, list of clients and history of dialogues, etc. Also, the administrator sees All dialogues of employees, sees and can change all tasks of employees. At the same time, employees without administrator rights see only their dialogues, tasks and their clients (where the agent is assigned as “Assigned agent”).

You can give an employee administrator rights by clicking the “Settings” button on the right.

Account owner: how to delete Jivo account

User who creates a Jivo account in the first place becomes the owner of the account. This user has some special privileges over other admins, such as immunity from being deleted by them. Also, the settings of the account owner can only be changed from his account.

Account owner can delete the account completely.

In order to do it you (being logged in as the account owner) need to navigate to Manage > My profile and locate the following section:

There are two options available:

• Transfer ownership of the account. Account ownership can be transferred to any account admin. Former owner will become a regular account admin. If you need to delete the user completely, it can be done by any other admin from the user settings.

• Delete the whole JivoChat account. Perform this action to delete the account and all the account data including clients contacts and teammates. You may refer to this article to backup clients contacts: How to export clients contacts.

To confirm the action you’ll receive an email with a confirmation code. Also, you can select a reason why you have come to the decision to delete your account.

Your account will be deleted as soon as you insert the code and confirm the action. You will be redirected to the login page afterwards.

Combinations of employee roles

• Administrator and agent: all the possibilities of working with the application, full access to the functionality.

• Administrator without agent rights: full access to settings, statistics, team chat, CRM section, access to monitoring visitors without the ability to start a chat, access to outgoing calls.

• Agent without administrator rights: the ability to respond to incoming chats and calls, start a dialogue through the “Visitors” section, work with your clients, access to chats with the Team and your profile settings.

• An employee without administrator rights and without agent rights: access to chats with the team, outgoing calls.

Proper distribution of roles is the key to productive and successful teamwork. Do not postpone these settings until tomorrow ;) If you have any questions, we will be happy to help you in the chat.

We hope this article was useful to you and we wish you a nice day!