Team and operator seats

The main account creates operator seats for the team and decides which shops each one can reach. Operators cannot register themselves.

Creating a seat

Sidebar · TeamNew operator
  1. Enter the operator name (letters and digits, e.g. kefu), an initial password, and optionally a display name;
  2. On save the system builds the full login: name@mainAccountUserId — for example kefu@1000;
  3. Hand that login and the initial password to the team member and ask them to change it on first sign-in.

Only the main account sees and uses the Team page.

Assigning shops

A new seat has no shop permissions at all — you must assign before they can start replying. In the list, click Assign shops on that seat and tick the allowed shops (saving replaces the previous selection).

Disabling and deleting

When someone leaves, disable first and delete only after the handover is complete.

Main account vs operator

CapabilityMain accountOperator
Handle conversationsAll shopsAssigned shops only
Authorize / delete shopsYesNo
TeamYesEntry not visible
Credits and billingYesEntry not visible
To-do rulesAdd and editRead-only
Team quick repliesAdd and editRead-only (can use)
Personal quick repliesOwn setOwn set
Change own name and passwordYesYes
Change phone / emailYesManaged by the main account (read-only)