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.
Part 1: Navigate to Roles and Permissions
This is located in the Settings section of the Web App.
- First select Settings in the left hand drawer of the Web App and then select Roles & Permissions
Part 2: Edit the Roles/Permissions
This will cover how to edit each roles permissions to begin a chat with other users.
- Select the Role you would like to update.
- This will open the permissions for that specific role.
- Then Scroll down to the "Initiate Chats" permission.
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- Select the Level at which you would like the selected role to initiate chats (ie. Company, Department, Region, Office, Team).
- Finally change the Status toggle from "Off" to "On".
Pro Tips
- This process will need to be done for each role that needs to be able to initiate chats inside of the SalesRabbit mobile app.