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As mentioned previously, workspace is to be seen as a team while members/users are the people working in the team.
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Here you can see all the workspaces you've joined. As marked in the screenshot, you can:
Create new workspaces (the creator of a workspace becomes the owner)
Switch to that workspace
If you are not the owner of the workspace, click the yellow arrow to leave the workspace.
If you are the owner of the workspace, you will see a red x instead. Click it to delete the workspace.
API Keys
You can access the "API Keys" page from area 1 in the above screenshot.
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TIP - The timezone setting of an UChat user will affect the time shown in the web portal such as the time shown in the conversation in your Live Chat, Error Logs, etc. See the screenshot below. |
In profile, you can update your photo, user name, email address, timezone and time format.
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Each "UChat account" is to be seen as a person/user. Members are all the people that have limited or full access to the workspace. There are 3 5 types of roles, Owner, Admin and Member, Live chat supervisor, Live Chat Agent.
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The first user who creates the workspace becomes the only owner of the workspace.
Live Chat Agent has limited access to the account. A live chat agent can
Only live chat to the customers
Have limited access to boards
Live Chat Supervisor has limited access to the account. A live chat agent can
Only live chat to the customers
Assign live chat to different live chat agent
Access the analytics section (Custom events and reports, other analytics such as webhooks not included)
Access to boards
Member has limited access to the account. A member can
View and edit all flowsView analytics
Access to all Analytics
Admin has limited access to the account. An admin can
Have all features with Member
Manage channel connections (add numbers, agents, connect pages, etc)
Manage all integrations
Manage the ecommerce e-commerce system
Manage templates
Manage mini-apps
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The owner has full access to the workspace. Owner can
Have all features with Admin
Manage workspace profile
Manage members in the workspace (invite, delete, edit role)
Manage subscription and payment
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If the new member is already an UChat user, he/she can accept the invitation in the UChat notification center (the bell icon in the upper right corner, see 2 screenshots below).
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If the new member is not an UChat user yet, the invitation email will contain a link to set up a new password. Once set up, the member can then also log into the workspace with their own login details.
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