Add CSRs as Users

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Add CSRs as Users

Add CSRs to your SW Messenger portal so they can message customers and technicians using the Facebook Messenger, SMS, and Live Chat features.

Use the table of contents on the right to quickly scroll to specific sections of this article.

1. Add a New User

#1: Log in to your ServicersWeb Client Portal and navigate to the Users Tab, then click on Add User.

#2: Fill in the user information.
Enter the user’s name, email address, password and profile picture.

#3: Set the user’s permissions.
Message Portal
– A user must have this permission in order to send and respond to messages in the portal.
Reporting Area – This will allow or deny a user access to your ranking reports.
Users Management – This will allow or deny a user the ability to add, edit, and remove other users.

#4: Click the purple ‘Submit’ button.
This button is in the top right corner.

1. Edit or Remove an Existing User

#1: Log in to your ServicersWeb Client Portal and navigate to the Users Tab, then click on Active Users.

#2: Choose Edit, Delete, or View As from the Active Users screen.
Edit – 
Allows you to update the user’s name, email, password, and permissions.
Delete – Removes the user from your Message Portal.
View As – Allows you to see what the user has access to.

*You can also add a new user from this screen – just click the green ‘+ Add User’ button.

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