Adding new members

Instructions on how to add an members to a channel, organization, and to a customer queue.

Adding a new member

To add a person to the organization and queues, proceed as follows:

1. Invite the person to a team channel.

   • In the invitation view, also grant the invitee membership in the organization.

2. If organization membership is not granted in the invitation, the member cannot be added to the organization’s queues.

3. Grant the member permission to respond in the queue.

Inviting a new member

Operator permissions for the relevant channel are required to invite users. The user must be invited separately to each desired channel. They only need to be added to the organization once via an invitation.

If desired choose Grant membership to organization "You organization name".

1. Click the “Invite people” link found in the three-dot menu.

<div data-with-frame="true"><figure><img src="../../../.gitbook/assets/image (160).png" alt=""><figcaption><p>Chose Invite people to channel.</p></figcaption></figure></div>

1. Enter the invitee’s email address or username in the field.

2. Tick the box Grant membership to organization. If you only want to add the user to the channel, leave this box unchecked.

3. Click “Send invitation” You can also copy the invitation link and send or share it yourself.

The channel invitation link is valid for 14 days from the time it is created. After that, it will no longer work, and you will need to create a new link if necessary.

Actions needed from the invitee

Ninchat invitation

Adding a member to a queue

Once the person has been added as a member of the organization, navigate to the organization dashboard and navigate to the Queues page, click Members from the queues three dot menu.

Navigate to the Queues view and klick Members.

Manage queue members.

Member to an organization operator

Grant a member organization operator permissions if you want them to be able to view statistics and conversation history for all queues, as well as manage organization members. Under Members, open the three-dot menu for the relevant member and select “Give operator status.”

You can also remove a member from the organization and its queues by clicking “Revoce operator status”.

Click the three dot menu and choose grant ore revoce operator status.

Removing a member from the organization

Adding multiple members to a specific queue

You can add or remove multiple organization members from a specific queue’s agents at once via the Queues view. Read more:

Manage queues and queue members