Enabling User Self Registration
You can allow teammembers or business partners to access your conversations in Web1on1.
Since Web1on1 is dealing with Personal Identifiable Information (PII) the access to conversations needs to be restricted to the parties you allow and trust to be interacting with your customer data.
You can create Users manually, allowing them system access.
But the is a more convenient way: Allow for self registration.
This will take the burden away for you to add users manually. Your team will grow gradually, as needed.
This is what you need to do to set up self registration:
Head over to:
Settings > Configuration > Agent Registration & visibility (in right-side menu)
Step by step:
- Choose how to default enroll new users. Choose: Guest or Agent
- Add your domain(s)
Anyone registering with a whitelisted domain will be added to your user list.