Teams
Team settings allows you to create user accounts for your employees in Marqvia. You can provide them with complete control or limited access based on their position. Using their accounts, your team members can perform different tasks on assigned channels based on their Department and User Role & Permission. This streamlines the process of managing channel connections to different chat platforms, enabling you and your team to respond to users in a timely manner and improve user-client relationships for the business.
Adding a Team Member
On the Team window, click the + Add Member button.
This will open the create user modal with the following fields:
Full Name
Email
Password
Departments
Roles
Max Chat Assignment
Allow User to SSO login only (Login via Gmail or Microsoft).
Simply add the information, and once you've added all, click Save. As soon as you save the team member, they will appear on the page.
Activate/Deactivate a User
In Marqvia, you get the option to activate or deactivate a team member's account whenever needed, whether for permanent or temporary reasons. Click on the status bar to toggle between Active and Inactive status.
Search for a Team Member
To quickly find a team member's account, you can use the search option. Simply enter the name of the member in the search bar. If the name alone isn't sufficient, you can narrow down the search using the Role option.
Log in to a Team Member's Account
If, for some reason, you're required to access your team member's account, you can do so easily. Simply head over to the team member's account details, then click the Login button.
Resetting Password for a Team Member's Account
If a team member forgets their password, the Master User can easily reset it for them.
Simply click the three dots under the Action column and select Password.
Then, enter a new password and click Save.
Download Team
To download the details of your team member's accounts, click the Download button.
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