Inviting Teammates

Every user having access to a Ally account is called a teammate.

You can have unlimited teammates in your Ally account.

Each teammate can have the following roles:

• OWNER - The user who created the account

• ADMIN - The user has access to all account features

• AGENT - The user only has access to live chat

Add Teammates

1. Login to your Ally account

2. Go to Settings > Teammates

3. Click 'Add teammates'

4. Enter their email address

5. Choose a role

The user will receive an email with a link to create their account.

Modifying Roles

Only the admin/owner can modify the role of a teammate.

1. Login to your Ally account

2. Go to Settings > Teammates

3. Click 'Edit' on the teammate you want to edit the role

4. Choose the new role

Transferring Ownership

Follow these steps to transfer account ownership to a teammate:

1. Login to your Ally account

2. Go to Settings > Teammates

3. Click 'Edit' on the teammate you want to transfer the ownership to

Removing Teammates

Follow these steps to remove a teammate from your Ally account:

• Login to your Ally account

• Go to Settings > Teammates

• Click 'Remove' on the teammate you want to remove

Viewing Logs

For better user management and tracking of user activity, you can view each teammate's log.

In the audit log section, you can view the following actions of the teammate:

• Login

• Logout

• Marked available

• Marked offline

• Chat limit hit