Who are Members and how to add a new member

In neetoChat, we call support agents as members. Members could be of any system role or custom role as defined by the admin on inviting a member.

Steps to add a new member:

  1. Go to Members section from the navigation pane.

  2. Click on Add new member button.

  3. Enter the email id of the new member inside the Emails field.

  4. Select the Role .

  5. Click on Continue .

  6. Verify or change the roles mentioned for the member in all other neeto products.

  7. Click on Continue .

  8. Verify the table.

  9. Click on Continue .