Modifying service center users chat authorization and limit settings

  1. Log in as CMsetup administrator.
  2. Select Administration > Case Management Admin.
  3. Click Service Groups.
  4. Select a service group.
  5. Click Members.
  6. Click Assigned .
  7. Double-click the name of the user.
  8. In the Designated Manager column, select Yes to grant the user access to the Manager Dashboard. This option is available only for users with the ServiceMgr role.
  9. In the Chat Authorized column, select Yes to authorize the user to chat. Chat authorization is available only for users with the ServiceRep or ServiceMgr roles.
  10. In Chat Limit, specify the maximum number of chats in which the user can engage simultaneously.
  11. Click Update.