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Team Management is how more than one person works inside a single ChatSyncs account — each with their own login, and each limited to only what their job needs.

1. Introduction to Team Management

Learn how Team Roles and Team Members work together to control access in your ChatSyncs account.

2. How to Add and Manage Team Members

Add employees, assign roles, control bot access, and manage live-chat assignment.

3. How to Set Up User Roles and Permissions

Create roles and set exactly which modules and actions each one can access.

4. Security

Logged-in devices, login activity, direct login support access, and IP restrictions.