Managing your team is quick and easy! Managers have special powers the ability to add and remove existing users, All users can edit their username, password, mobile phone number too.
To Access the "Team" section, Click the 3 dot menu in your Ivy Chat Portal, and select “Setup”
Once you are in the Setup Wizard, select "Team"
To Add a User:
Select the blue + circle in the bottom left hand of the page:
Here, you can invite any members of your team with their detailed information.
- Enter the NAME, EMAIL ADDRESS, and MOBILE PHONE NUMBER for the new user you wish to add in the appropriate fields.
- If the new user will not receive escalation alerts by text, you can enter a randomly selected (555) area code phone number to bypass the error message.
- Select the Manager box if the new user will require manager level access (Add, edit, and remove new users as well as setup Message Templates).
- Select SAVE.
To remove an existing user, select the X and then select CONFIRM.