Article Overview

This article details how to select the chat settings you would like your various roles to have. Chat messages can allow for your reps to contact and coordinate with others in your organization. 

Note: 
***The "Settings" tab will only appear for the roles with the "Account Settings" permission enabled***
 

Process

Step 1. Navigate to Roles & Permissions

The chat feature permissions can be accessed by selecting Settings>Roles & Permissions.

Step 2. Select the Roles' Level of Permissions

Once you have entered the Roles & Permissions page:

1. 1. Select the User Role you wish to give chat permissions to.
   2.  Select the level you wish to allow them to initiate chats
      (ex. selecting "Office" would only allow users at the selected role to initiate chats with other users in their office, selecting "Company" would allow users at that role to chat with all users in the account.) 
   3. Turn the status to "On" to give users at the selected role access to initiate chats.

Note: ***You will want to follow this process for each user role.***