What It Does #
Teams & Roles let you manage who can access Helpmate and what they can do. You add team members (WordPress users) and assign roles such as Admin, Manager, Live Chat Agent, Salesperson, and Marketer. Each role has different permissions (e.g. who can manage settings, view analytics, handle live chat, or manage CRM). You can search and filter team members, edit roles, and remove members. Teams & Roles is in the Admin Hub.
Requirements #
- Helpmate — Team members are WordPress users.
Where to Configure #
Go to Helpmate → Admin Hub → Teams & Roles.
Roles #
Typical roles include:
- Admin — Full access
- Manager — Manage team and most features
- Live Chat Agent — Handle live chat conversations in the Inbox
- Salesperson — Sales-related access
- Marketer — Marketing-related access
Manage Team #
Use Add Team Member to invite or add a user and assign one or more roles. After you add a team member, an email is sent to them. The table lists members with roles, and optionally when they were added. You can edit a member to change roles or remove a member from the team. Search and filter by role to find members quickly.
Summary #
| Item | Details |
|---|---|
| Where to configure | Helpmate → Admin Hub → Teams & Roles |
| Roles | Admin, Manager, Live Chat Agent, Salesperson, Marketer (and others as applicable) |
| Actions | Add, edit, remove team members; assign roles; new members receive an email |
