Managing your support team efficiently is essential for the success of your business. At Poli Digital, you can add, edit, and organize users with different access levels, ensuring that each team member has the appropriate permissions. This step-by-step guide will walk you through the process of registering users on the platform.

1. Accessing the Users Area

After logging into the Poli Digital platform, follow the steps below to access the user management section:

• On the home page (house icon)
• Select the “Users” option.

2. Viewing the User List

On the users screen, you will see a list of all registered users on the platform. The displayed information includes:

• User name
• Email
• Access level
• Status (active or inactive)

Managers have permission to edit or delete users, while supervisors can only view the list.

3. Adding a New User

To add a new team member:

• Click the “Add User” button.

Fill in the required fields:

• Full name
• Email (preferably valid; if using integration with NectarCRM, the email must match the one registered in the CRM)
• Password and Confirm Password

4. Setting the Access Level

Assign the appropriate access level to the new user:

• Manager: Full access to the platform, able to configure all items and view all conversations.
• Supervisor: Can view and edit the funnels and cards of their team.
• Chat Operator: Restricted access to the chat screen, seeing only the conversations assigned to them.
• User without Access: The account remains active, but the user cannot access the platform. Useful for vacation periods or leaves.

5. Configuring Channels and Departments

Associate the user with the relevant channels and departments:

• Select the channels (WhatsApp, Instagram, Facebook Messenger, etc.) that the user will handle.
• Assign the user to the corresponding departments (Sales, Support, etc.).

6. Availability for Support

For chat operators, it is important to define availability for handling chats:

• Check the “Available for Support” option so that the user automatically receives chats.
• If unchecked, automatic chats will not be assigned to this user.

7. Completing the Registration

After filling in all the information, click “Save” to complete the registration of the new user. The user will receive an email with instructions for accessing the platform.

8. Managing Existing Users

To edit or delete a user:

• In the user list, locate the desired user.
• Click the “Edit” icon to modify the information.
• Click the “Delete” icon to remove the user from the platform.

9. Accessing Deleted Users

To view users who have been deleted:

• On the users screen, click the “Deleted Users” option.
• The list will display all removed users, allowing you to restore them if necessary.

Support

If you have any questions or need additional assistance, our support team is ready to help.

Contact:

• Phone: +55 (62) 3626-6660
• Email: [email protected]