Manage Operators

In Tidio operators' settings, you can add, manage and customize operator accounts. Moreover, you can set their permissions and create departments for your teams to create the best experience for your agents and website visitors. 

 

In this article, you'll learn:

• How to add a new operator
• How to manage your operators
• How to see operators' permissions
• How to create departments
• How to adjust your operator profile

 

 

Add a new operator

 

To add a new operator to your Tidio admin panel, access your Tidio admin panel and click on your avatar in the bottom-left corner. Then, hover over the list of available operators and select View all operators.

 

 

 

Alternatively, you can navigate to Settings > General > Team > Operators and click on the blue Add an Operator button.

 

 

 

In the pop-up window, provide the new operator's name, email address, and permission type. An activation email will be sent to the new operator. Make sure they received it.

 

 

 

Once the new operator receives the email, they can log into their Tidio account using the provided login link and password.

 

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

 

 

 

Managing your operators

 

To manage your operators, go to Settings > Team > Operators section. Here you can add, remove or deactivate operators as well as change their permissions and edit their profile. 

 

 

 

You'll see an option to delete, deactivate, or change the status of an operator from offline to online by clicking on the three dots menu on the right.

 

To update an operator's profile image, name, or region, click on Edit profile.

 

 

 

To change permissions for the operator, click on the Edit permissions button. 

 

 

 

Permissions

 

As a project owner of a Tidio account, you can set up custom permissions for each of your operators. You can change each operator's permissions in the Settings > Operators section of your Tidio admin panel. To learn more about it, see our article about setting permissions for the operators in Tidio. 

 

 

Departments

 

If you wish to deliver the conversations to the right operators faster, you can enable departments in your Tidio panel.

 

To start using Departments, go to Settings > General > Team > Departments section, where you can group your operators into specific departments.

 

 

To learn more about it, see our article about creating departments in Tidio.   

 

 

How to customize your operator profile

 

Each operator can customize their profile. However, only the logged-in operator can change their avatar, which can be done by clicking on their avatar in the bottom-left corner of the panel and clicking their name. 

 

 

 

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