Create chat agent resources

Create your users who will be either ODA or live chat agents by following these steps:

1. From the Navigator, select My Team, then Users and Roles.
2. Click Create (+) to add a new user.
3. Fill in the basic user information, then use the following table to help with the rest of the required information.

   Required information

   Field	Entry
   User Name	This entry will be the sign in name that's used.
   Send user name and password	Deselect this option.
   Person Type	Click the drop-down list and select Employee.
   Legal Employer	Click the drop-down list and select the legal employer name.
   Business Unit	Click the drop-down list and select the business unit.
   Resource Role	Click the drop-down list and select the resource role, such as Customer Service Representative.
   Autoprovision Roles	Select this option.

4. Click Save and Close.

Add more roles

You'll need to add Chat Agent role to all users who'll be chat agents accepting chat offers. Here's how you do it:

1. From the Navigator, select Tools, then Security Console.
2. Click Users.
3. In the text field, enter the user name of the chat agent your previously created.
4. Select the user, then click Edit.
5. Click Add Role.
6. In the search field, enter Chat Agent.
7. Select the Chat Agent role (ORA_SVC_CHAT_AGENT_ABSTRACT).
8. Click Save and Close.
9. Click Reset Password.
10. Select Manually change the password.
11. Enter a new password (use at least 8 characters and 1 number).
12. Click Reset Password.