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What is Agent Roles and how to set it up

Roles is a feature that allows administrators to manage permissions for large groups of agents more efficiently. 

  1. Log in to Comm100 Control Panel.
  2. From the left navigation menu, go to Global Settings > People > Roles.
  3. Turn on the Roles toggle key.
    Once enabled, you will find two default groups: Site Administrators & All Agents.
  4. To create a new role, click New Role.
  5. On the New Role page, add a Name for the Role.
  6. In the Members section, assign or remove agents.
  7. Click Save.

To learn more about configuring agent permissions within groups, see this article.