You can add or modify users as a Live Experience administrator. This topic applies to
you only if you aren't integrated with IDCS.
-
From the Admin Console navigation menu, click Users,
then click the Users tab.
-
Click Add New User to create a new user.
-
Enter the user's name in the Name field or search for an
existing user by name or email address in the Search
field.
The name in the title automatically updates to match the value you enter. To
modify an existing user, click the pencil icon.
-
Enter the user's email address.
This email address serves as the user's username when logging into Live
Experience. You can't change the email address once you create the user because
the email address doubles as the username. If a user's email changes, you need
to create a new account for them.
-
Select one or more user roles for this account.
See
User Roles for more information. Only accounts with the
Associate role can be assigned to teams or be given skills. If you want to
modify an account so that the user is no longer an associate, you need to remove
the teams and the skills first.
-
Add the user account to one or more teams created on this Live Experience
tenant.
Assigning users to teams is helpful for setting up advanced routing rules. See
How You Manage Teams.
-
Assign skills to this user account.
Assigning skills to users is helpful for setting up advanced routing rules.
See
Manage Skills for more information.
-
Enter the skill value to indicate the user's proficiency at each skill,
on a range from 1 to 10.
-
Click the X icon to remove a skill from a user
account.
-
To add a skill to an account from the list of skills created for your
Live Experience tenant, click Add New
Skill.
-
To delete a user, click the trash icon.