User creation allows for the establishment of distinct user profiles, each equipped with specific roles and skills.
As an administrator, you can add up to 18,000 users to your account and manage them. Users in LivePerson have different permission sets, according to their roles.
To create a user:
1. Log in to your Conversational Cloud account. The homepage appears.
2. On the hamburger menu click the Manage tab and click Users & Skill. The User Management page appears.
3. On the bottom of the page, click the Add User option. The User Details page appears.
4. Fill in user details as required:
- User type: Click the dropdown menu to choose between Human and Bot.
- Login name: Input the user's login name, it can be entered in English, numbers, or special characters.
- Email: Provide the user's email address.
- Nickname: Input the user's nickname that is to be displayed to the visitors in the chat.
- Name: Provide the user's name as it appears in the Conversational Cloud.
- Employee ID: Input the user's employee ID.
- CRM ID: Input the user's CRM ID.
- Picture URL: Provide the link to a picture to be used as the user's profile picture.
Scroll down to view the remaining fields to be filled.
For users with an agent profile you’ll need to define additional settings:
- New password: Input a password with a minimum of eight characters.
- Re-type new password: Provide the same password again.
- Change password on next login: Select to enable password change on next login.
- Assign Profile: Select the profile(s) that apply to the user. Up to four profiles can be selected, but only one from within each role.
- Max no. live chats: Set the maximum number of chats that the user can accept at any given moment.
- Max no. of messaging conversation according to: If your brand is enabled with the messaging feature, set the maximum number of messaging conversations.
- Skills: For visitors to be routed to the appropriate agent when they initiate a chat, assign the user a skill.
- Select a skill from the menu by clicking the skills field and selecting an existing skill.
- Or create a new skill by typing in the name of the skill in the skills field.
ℹ️ Agents who are not assigned to skills can only accept chats originated by engagements that are not assigned to skills.
Click Save. The user is created.
Now that a user is created you can go ahead and create a skill.
