Objective

Manage who can access the Jumper Dashboard and their permission status.

Applies To

• Jumper
• Team Members
• Groups

Procedure

Use the Team Members section under settings to add new roles who can access the dashboard based on the permissions provided.

Adding Admins

The admin role is special because it has access to everything on the Jumper Dashboard. Admins are the key-account holders within the Jumper Platform. They can control who gets access to what parts of the platform and can change permissions for other team members and groups.

Restriction: An admin can not change/alter the role of another admin.

1. Click on the Create button and then choose Team Member
   
2. Input the email, First Name, and Last Name.
   
3. Choose the Admin role from the Select Role drop down list.
4. Now click on Submit button to add the admin.

Adding Groups

A group defines the permissions for all members within the group. In order to allow restricted access to the Jumper platform, you need to first create a group with restricted permissions and then add members to that group.

1. Click on the Create button and then choose “Group”
   
2. A new page opens up for you to first define what the Group permissions should look like.
   
3. Give the group a Name so that you can identify the group. The naming convention is flexible as per your requirements.
4. If the Group is a subset of another group of permissions and has access to Live Chat, choose which other group it reports to. Otherwise feel free to choose “Admin” from the Report to drop down list.
5. If this group has access to Live Chat and will be used to answer customer queries, the Conversation routing method will be useful.
   There are 2 Routing options available currently.

• Automatic Routing: Automatic Routing within a group works in a Round Robin fashion.
  Example Scenario with 3 members in this group and when chat is assigned to this group: Chat 1 gets assigned to Agent A, Chat 2 to Agent B, Chat 3 to Agent C. However Chat 4 gets assigned to Agent A again and Chat 5 to Agent B, so on and so forth. The chats do not appear in the Requests Tab but go directly to the Active Chats tab of the user.
• Manual Routing: Manual routing does not automatically assign chats to a particular agent in the group. However it shows the incoming requests in the Request tab and any agent within the group can pick the chat by responding to it.

      6. Show reporting group chats : Choose Yes or No depending on the structure of your groups.
                Eg. Group A reports to Group B.

                Do you want chats of Group A to be visible to members of Group B? If so, choose Yes in  settings of Group B, else choose No.

      7. Once the relevant permissions have been selected, click the Submit button.

      8. An admin can edit the permissions of the Groups at any point.

Adding Team Members

A team member is part of the Group that you have already created. If you wish to create a team member that does not fall into any group, first create the group and then add the team member into that group.

1. Click on the Create button and then choose “Team Member”
   
2. Input the email, First Name, and Last Name.
   
3. Choose the Group you wish to assign this user to, from the Select Role drop down list.
   
4. Now click on Submit button to add the team member.

Deleting or Modifying Access to Team Member

A team member can be deleted by going to the Dashboard--> Settings --> Manage Team Members and search for the team member to be deleted. Click on the Trash icon to delete the team member.

The team member's role/information can be modified by clicking the Edit (pen) icon.