Staff ManagementAccess Control

Staff Management: Register Team Members and Control Chat Access

Learn how to register staff members in website settings and give them controlled access to customer chats through the dedicated staff login portal at chat-bot-hub.vercel.app/staff/login.

November 25, 2024
7 min read
Lisa Park

Secure Staff Access Management

Managing your customer support team effectively requires proper access controls and clear workflows. Our staff management system allows you to register team members, control their access to customer chats, and ensure they can only participate when actively available.

Secure
Controlled access system
Simple
Easy registration process
Controlled
Join chat when ready

How Staff Management Works

1

Register Staff Members

Admin users can register new staff members through the website settings page, providing their email addresses.

2

Staff Login Portal

Staff members receive login credentials and access the dedicated staff portal at /staff/login to authenticate and access their dashboard.

3

Join Chat Control

Staff members can only start chatting with customers after pressing the "Join Chat" button, ensuring they're ready and available to provide support.

Staff Management Features

Easy Registration

Register new staff members directly from your website settings page with just their email address.

Dedicated Login Portal

Staff members access their dashboard through a secure login portal at /staff/login.

Controlled Chat Access

Staff can only participate in customer chats after actively joining, ensuring availability and readiness.

Secure Access Control

Advanced security measures ensure only authorized staff members can access customer conversations.

Setting Up Staff Management

For Administrators:

Go to Website Settings → Staff Management
Click "Add New Staff Member"
Send login credentials to the staff member

For Staff Members:

Visit /staff/login and enter your credentials
Review available customer chats in your dashboard
Press "Join Chat" when ready to assist customers
Start providing excellent customer support!

Best Practices

💡 Pro Tips

  • • Train staff members on the "Join Chat" process before their first shift
  • • Set clear guidelines on when staff should join chats vs. let the AI handle inquiries
  • • Regularly review staff activity and chat participation metrics
  • • Provide staff with quick access to common responses and company policies

Ready to Manage Your Support Team?

Set up staff management today and give your team the tools they need to provide exceptional customer support.

Ready to Get Started?

Join hundreds of businesses transforming their customer service with our platform.