More in Live chat
- Turn on the chat widget
- Two-way translation and AI replies
- Team members, roles and agent routing
- How do I add live chat to my website?
- Why is the chat bubble not showing?
- How do I change the chat widget’s color, position and greeting?
- What do visitors see when nobody is online?
- Can I share a chat link without a website?
- How do I open the chat from my own button?
- How do I hide the chat widget on some pages?
- How does two-way chat translation work?
- How do I set up AI replies from my knowledge base?
- How are AI calls counted in chat?
- How do I invite a team member?
- Who on my team can see visitors’ personal data?
- How are conversations assigned to agents?
- How do I create and use canned replies in live chat?
- All guides in this category
Still have a question?
Could not find it? A person reads every message, usually within a few hours on business days.
Chat with usShort answer
There are five roles: Owner and Admin manage everything, Analyst reads all reports and takes chats, Viewer is read-only reports, and Agent-only works the inbox without seeing analytics at all.
The five roles
Members are managed under SettingsMembers, and one login can belong to many sites with a different role on each:
| Role | Analytics | Live chat | Settings |
|---|---|---|---|
| Owner | Everything | Everything | Everything, including deleting the site |
| Admin | All reports | Inbox, every conversation | Settings, invites, chat settings, compliance |
| Analyst | All reports, create goals and funnels | Inbox, every conversation; no export or delete | — |
| Viewer | Read-only reports | No inbox | — |
| Agent-only | None — only the Live chat menus | Assigned and unassigned conversations; own reports only | — |
Why Agent-only exists
Agent-only lets support staff work the inbox without seeing any analytics. Its defaults are tight — no export, no delete, own conversations only — and an Admin can loosen each switch under Live chatAgents. Saved switches apply to online agents immediately.
The Owner role cannot be changed through the member list — it is the account holder. Transfer of ownership is a separate action in account settings.
Did this answer your question?
We use your answers to fix and expand this page.
Couldn’t send. Please try again in a minute.
Thanks for the feedback. We’ll use it to improve this page.You’ve already sent feedback on this page. Thanks.