User Levels

User Levels

Team Members

Team Members can access conversations, send messages, import and export data, and send blasts.

Team Managers

Same access as Team Members, however, Team Managers can add and remove users and change team-wide settings.

Restricted Members

By inviting someone to a conversation using the ^invite command in the chat view, you can create a Restricted Member. This type of member has access to chats to which they've been invited and nothing else. They can send messages and edit contact information in their accepted conversations, but they cannot access the dashboard.  

    • Related Articles

    • How to Add a User to Your PivotCX Team

      Adding additional users with different access levels to your PivotCX team is extremely useful if you have more than one person managing your PivotCX account on a daily basis. Inviting a new User** 1. Find "Team Settings" in your top left corner and ...
    • Chat Command: ^deliver

      The deliver command is used to send a candidate or contact to another user or team and to wrap up a conversation. When you do a delivery, we record statuses for the conversation which enables us to report on conversation outcomes. You can deliver to: ...
    • Chat Command: ^invite

      Invite someone to a conversation by email. This will allow someone to see the live conversation and have the ability to interact as well.  How to Use Type ^invite in the chat window followed by the spacebar. After the Invite window appears, select an ...
    • Chat Command: ^assign

      Assign a team member or yourself to a conversation. This helps organize conversations and designate them to the corresponding team member(s). You can only assign conversations to a team member. If you would like to have someone outside your team be ...
    • Accounts, Teams, and Users in PivotCX

      PivotCX is organized as follows: Accounts Each account can have multiple teams and is where billing is managed. Accounts are associated with a user who can add and remove services. Teams Teams share a single phone number or chat identity, contacts, ...