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How can I give my VA access to  my account so she can help?

go to settings / team members.. there you’ll find a button that says ‘invite new member’.. 

that will create a link. send him/her that link.. give him/her the “live chat agent” role.. 

 


Hi, ​@CindyStrong!

 

Nothing complicated! Jus go to Settings/ Team Members and click +Invite team member

 

Then you need to choose the corresponding permission you wish to give. This you set accordingly to the activities the nem member will perform.

 

This will generate a Link that you can send to the team member. Clicking on that link and logging-in to their account will grant permission to access yours. 😉

 

Hope this helps!


It’s what I just said.. why repeat it?


It’s what I just said.. why repeat it?

 

Do you think it just took me 2min to access my account, take the screenshots and write that down? 😂

(I wish I could do that this fast)

I got here without any response and spent more time to answer a simple question (once you know it) in order to make it as easy as possible to understand and execute. 

 

🖖


Thank you for your responses!  Very helpful!


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