I do not know how to add people to my Helpshift instance

 

 

 

The only prerequisites for adding someone to your Helpshift instance (tenant) are that you have the administrator user role and know their email address.

 

To staff your Helpshift-powered customer service organization, you must add users.

 

Any newly invited user has the agent user role. However, you can change their user role assignment easily.

 

 

Invite people to Helpshift and assign their user roles

 

The Team page opens.

 

4. On the Team page, to start inviting your coworkers, click Invite People.

The Invite More People dialog box opens.

 

5. In the Invite More People dialog box, enter the comma-separated (or semicolon-separated) email addresses of people to whom your Helpshift instance should send invitations.

 

 

6. Click Invite.

 

 

Your invitees receive their invitations in email and must click past a unique, personalized link to load a form where they complete their account registration.

 

Until an invitee finishes registering their account, the Team page shows an “Invitation pending” message below their username, in red type.

 

7. On the Teams page, to start assigning a different user role than agent to an invitee or a fully registered user, click the unlabeled Edit User () button in the table row for their account.

 

The User Settings dialog box opens.

 

8. In the User Settings dialog box, click either Admin or Supervisor, according to your intent. Then, click Save.

 

The User Settings dialog box closes. The user role that you specified is assigned immediately to the user account that you specified.

 

 

 

Each assignable user role in Helpshift — whether agent, supervisor, or admin — comes with its own, inherent set of access permissions. Nonetheless, certain additional permissions are also separately batch-assignable to all supervisors as a group and/or all agents as a group by anyone who has the admin user role.