Mavenoid help center

Mavenoid help center

  • Admin
  • Flows
  • Agent dashboard

›How-to guides

Get started

  • Intro to administration
  • Tutorial - Quick start

Learn more

  • Understand organisations
  • Understand the assistant
  • Understand deep links
  • Understand preanswered key/values
  • Understand analytics
  • Understand help desk integration
  • Understand SSO integration

How-to guides

  • Create an account
  • Change your password
  • Contact support
  • Manage your team
  • Manage agent groups
  • Customize the assistant's appearance
  • Add the assistant to your website
  • Add the assistant to your mobile app
  • Add the assistant to your emails
  • Work with deep links
  • Work with preanswered key/values
  • Manage saved replies for use in live support
  • Integrate with Zendesk
  • Allow Mavenoid resources in your site's content security policy (CSP)

Reference

  • Roles and permissions
  • Assistant embed API
  • Assistant link parameters
  • Glossary of terms

Manage your team

Access your user settings

  1. Navigate to Settings by clicking the hamburger menu in the top left and selecting "Settings".
  2. Under "Organization", select "Users".

Manage team screen

Invite team members

  1. Click the "Add team members" button. This will open the "Invite people" dialog.

Invite people button

Invite people dialog

  1. Enter as many emails as desired, either one per line or separated with commas.
  2. For each listed role, check the box if the people you're inviting should have that role and its associated permissions.
  3. Click the "Send invitation" button.
  4. Invitation emails will be sent to the listed email addresses. These emails contain a "SIGN UP" button the users can click to set up their account and join your organization.

Check invitation status

  1. People whose invitations have not yet been accepted will display with "Invited" in the "Last active" column.

User with a pending invitation

  1. If necessary, you can delete a pending invitation by clicking the menu button in that row and selecting "Delete invitation".

Delete invitation

Update roles

  1. Click the row of the user you wish to manage. This will open the "Edit roles" dialog.

Edit permissions dialog

  1. Check or uncheck the role boxes as appropriate to grant the desired roles and associated permissions.
  2. Click "Apply".

Remove team members

  1. Click the menu button in the row of the user you wish to manage.
  2. Select "Remove".

Remove team member

  1. Click "Remove from the team" to confirm.

Remove team member confirmation

Last updated on 4/20/2022
← Contact supportManage agent groups →
  • Access your user settings
  • Invite team members
  • Check invitation status
  • Update roles
  • Remove team members
Help center
AdminFlowsAgent dashboard
Product
Self-serviceLive supportWhy Mavenoid?PricingGet a demoTry it free
Learn
Customer storiesBlogWebinarsHelp centerROI calculator
Company
About usCareersPressContact us
© Mavenoid AB 2023 • Privacy policy