Manage Operators
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Manage Operators

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See how to add, manage and customize your Operator's accounts. 


In this article, you'll learn:


Add a new operator


To add a new operator to your chat, log into your Tidio Chat panel and click on your name or avatar in the top-right corner. Next, hover over the list of available operators and click on Add an Operator.


Adding an operator from the side panel 


You can also add an operator by heading to the Settings > General > Operators section and clicking on the blue Add a new operator button. 

 

In the new pop-up window, enter your new Operator's name and email address. The password will be generated automatically, and it will appear as a new third field.
Provide this password directly to your new operator as it will not be sent via email. Your new Operator will just receive an email (to the address you provided) with a login link to their Tidio Chat account. There they will need to provide the password you gave them.


Provide the name and email of your new operator

 

Should you or your operator need to reset the password again, you can follow the procedure outlined in the article here: Unable to Log In

Once logged in, the new Operator can change their password or name by going to Settings > Personal > Account and clicking on Change password or editing the name field.


 

Managing your operators


To add or manage your operators, go to the Settings > General Operators section. Here you can add, remove or deactivate an operator from your chat.

 


How to customize your operator profile


Only the logged-in operator can change their avatar settings, but they can do that at any time. Just click the Operator's name or avatar in the panel's upper-right corner and select Profile (or click the bigger avatar/name that has just appeared). 



You can also adjust the same settings in the Settings > Personal > Account section. 



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You'll see a grey placeholder if you don't have an avatar uploaded in your operator profile. Your visitors will see the Chat logo next to your sent messages on the chat.

 


If you still have some questions after reading this article, don't hesitate to contact us.


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