Set up a Team

The next step is to set up the LiveChat4Dynamics team and add the users to access LiveChat4Dynamics.

After you install the solution and activate the license, teams will be generated under 'LiveChat4Dynamics Team' according to the selected channel licenses and get created in CRM. You can add all the users to the Team, to whom you would like to give access to LiveChat4Dynamics.

Your license determines how many members you can have in your Team. For instance, if your license is for up to 5 users, you can only add 5 members to your Team.

To add team members, follow the steps given below:

  • Navigate to LiveChat4Dynamics App -> Administration -> Teams.

  • Select the team ‘LiveChat4Dynamics’ -> Add team members -> Click on ‘Save’

For further queries, reach out to us at crm@inogic.com

Last updated