User Management

User Inviting

Follow this guide to create and invite users to your Replyco account. There is no limit to the number of users you can add!

Step 1: Go to Your Users List

From the left-hand side of the App screen, click on the Admin tab, and then select Users from the dropdown menu.

In the Users tab, you can see the user list and their statuses: Activated or Not Activated.

The "Not Activated" status means that the user was invited, but has not finished the registration process yet.

Step 2: Invite a new User

On your top-right, you will find the Invite User button. Click on that button to start the process of inviting a new user.

Once clicked, a pop-up window will appear. Fill in all the necessary fields there, choose the basic settings preset for this user, and then click the Send Invitation button.

• The user's Name & Last name will be displayed in the App. They will be also used in Tags, e.g. #username# tag.

• The Mobile field is not necessary for filling.

• The Email field should contain the user's email address. An invitation letter will be sent there. This email will be also used for logging into Replyco.

• The Message Language setting shows the user's preferred messages language. Please note that it is NOT the language of the App.

• The User Role setting defines the preset of Access Rights this user will have.

• The Default Message View setting defines the way that ticket messages will be displayed to this user.

After sending the invitation letter, you will receive a pop-up notification that a new user was successfully created.

Step 3: User Account Activation

In order to activate a Replyco account, a user must check his login mailbox and find an invitation email from Replyco. The activation link will be inside that letter.

User Editing

As a Replyco admin, you can edit basic user information and some other settings without logging into the user's account.

Step 1: Go to Your Users List

From the left-hand side of the App screen, click on the Admin tab, and then select Users from the dropdown menu.

In the Users tab, you can see the user list. Click on the user you would like to Edit.

An Information tab will be opened.

Step 2: Edit User Information

Here are the fields that can be modified:

• The user's Name & Last name will be displayed in the App. They will be also used in Tags, e.g. #username# tag.

• The Mobile number field.

• The Email field. This email will be also used for logging into Replyco.

• The Message Language setting shows the user's preferred message language when using the Translate feature. Please note that it is NOT the language of the App.

• The User Role setting defines the preset of Access Rights this user will have.

• The Default Message View setting defines the way that ticket messages will be displayed to this user.

Once the changes were made, don't forget to click the Save button.

User Roles

Assign specific roles (User, Moderator, Admin) to individual users.

Simply put, User Roles are predefined sets of Access Rights, designed to make setting up user accounts easier.

Step 1: Choose a User

From the left-hand side of the App screen, click on the Admin tab, and then select Users from the dropdown menu.

In the Users tab, you can see the user list. Click on the user you would like to Edit.

An Information tab will be opened.

Step 2: Choose the Role

From the User Role drop-down, select one of the following roles:

User

• Full access to Ticket Folders

• A default set of Labels

• The Global Search Function

• Tools access is limited to Customers, Orders, and Products

• Dashboard: Overview section only

• All Smart Filters

Moderator:

• Everything the User has, plus:

• Access to Cases, Feedback, and Instant Messages modules

• All Organizing & Automatization tools

• Dashboard: All sections

Admin:

• Full access to everything, including:

• Admin module

• Billing module

Access Rights Management

Replyco offers you a flexible tool that enables you to tweak each user's access rights thoroughly.

To open the Access Rights tab, please visit Admin => Users => [choose a user you need] => Access Rights.

The Access Rights tab contains many sections with elements & features you can interact with.

Almost every element/feature has the following possible options:

View: this option allows a user to view the element/feature without the ability to change it. Edit: this option allows a user to view the element/feature & modify its settings.

Sections Description

Main

Tools

Labels

This section allows you to enable/disable a certain label for a certain user. Disabled labels are not visible to a user.

Tickets

This section allows you to enable/disable a certain ticket folder for a certain user. Disabled folders are not visible to a user. If everything is disabled, a user will have only the My Tickets folder with tickets assigned to this user.

Dashboard

This section allows you to enable/disable a certain Dashboard tab for a certain user. Disabled tabs are not visible to a user.

Smart Filters

This section allows you to enable/disable a certain Smart Filter for a certain user. Disabled Smart Filters are not visible to a user.

Widgets

This section allows you to enable/disable a certain LiveChat Widget for a certain user. Disabled LiveChat Widgets are not visible to a user.

Ticket Accounts

This section allows you to enable/disable certain Ticket Accounts (Mailbox, eBay/Amazon or any other store you have integrated into Replyco already) for a certain user. Disabled Ticket Accounts are not visible to a user.

Instant Messages Accounts

This section allows you to enable/disable a certain Instant Messages Integration (Facebook, Instagram, Telegram, etc.) for a certain user. Disabled Instant Messages Integrations are not visible to a user.

Once everything is set up, click Save.

Still have questions?