Add or Remove Chat Users add-or-remove-chat-users
Follow the steps below to add or remove chat users.
Add a Chat User add-a-chat-user
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Log in to the .
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Click Dynamic Chat.
note note NOTE If you have more than one Marketo subscription, select the desired one prior to the next step. -
Click the Users tab.
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Click the Add User button.
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Enter the name, user group, or email address of the user you’d like to add. First and last name are optional.
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Click the + icon and select the desired product profile.
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Click Save.
note note NOTE After you add a user in the ÃÛ¶¹ÊÓƵ Admin console, it could take up to two hours for them to appear in the Dynamic Chat Agent Management page.
Add Dynamic Chat Access to Marketo Role add-dynamic-chat-access-to-marketo-role
If the newly added Chat user’s Marketo role doesn’t already have Dynamic Chat permission, here’s how to add it.
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In Marketo, click Admin and select Users & Roles.
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Click the Roles tab.
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From the list, select the role you want to modify and click Edit Role.
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Select Access Dynamic Chat and click Save.
Remove a Chat User remove-a-chat-user
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Log in to the .
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Click Dynamic Chat.
note note NOTE If you have more than one Marketo subscription, select the desired one prior to the next step. -
Click the Users tab.
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Select the user you want to remove.
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Click the Remove User button.
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Click Remove User to confirm.
