You manage all eligible users as Live Assist for Microsoft Dynamics 365 Agents, Supervisors, or Administrators from the Live Assist Admin Portal.
Important: You must not change Live Assist roles from within the Microsoft Dynamics 365 CRM. And you must not create additional roles within the Engagement Portal. See: Engagement Portal Profile Faults
Managing the Live Assist Role
- Log into the Live Assist Admin Portal
- Click Users or Manage Users
- Click the circle under the user, to enable or disable them as an Agent:
Disabled Enabling/Disabling Enabled - Click the supervisor bar above the user, to enable or disable them as a Live Assist Supervisor:
Disabled Enabled
Managing Administrators
- Log into the Live Assist Admin Portal
- Go to Users > Admins
- To enable, click the MAKE ADMIN button:
- To disable, click the REMOVE ADMIN button:
Microsoft Dynamics 365 User Settings
When you update a user, you see the roles set within your Microsoft Dynamics 365 CRM inside Manage User Roles.
Important: Do not make changes to Live Assist user roles from within the Microsoft Dynamics 365 CRM.