Add or Remove Chat Users add-or-remove-chat-users
Follow the steps below to add or remove chat users.
Add a Chat User add-a-chat-user
-
Log in to the Adobe Admin Console.
-
Click Dynamic Chat.
note note NOTE If you have more than one Marketo subscription, select the desired one prior to the next step. -
Click the Users tab.
-
Click the Add User button.
-
Enter the name, user group, or email address of the user you’d like to add. First and last name are optional.
-
Click the + icon and select the desired product profile.
-
Click Save.
Add Dynamic Chat Access to Marketo Role add-dynamic-chat-access-to-marketo-role
If the newly added Chat user’s Marketo role doesn’t already have Dynamic Chat permission, here’s how to add it.
-
In Marketo, click Admin and select Users & Roles.
-
Click the Roles tab.
-
From the list, select the role you want to modify and click Edit Role.
-
Select Access Dynamic Chat and click Save.
Remove a Chat User remove-a-chat-user
-
Log in to the Adobe Admin Console.
-
Click Dynamic Chat.
note note NOTE If you have more than one Marketo subscription, select the desired one prior to the next step. -
Click the Users tab.
-
Select the user you want to remove.
-
Click the Remove User button.
-
Click Remove User to confirm.