Enabling and Disabling Live Assist Roles

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

1. Log into the Live Assist Admin Portal
2. Click Users or Manage Users
   
3. Click the circle under the user, to enable or disable them as an Agent:
   

   Disabled	Enabling/Disabling	Enabled

4. Click the supervisor bar above the user, to enable or disable them as a Live Assist Supervisor:
   

   Disabled	Enabled

See: Managing Administrators

Managing Administrators

1. Log into the Live Assist Admin Portal
2. Go to Users > Admins
   
   
   
3. To enable, click the MAKE ADMIN button:
   
   
   
   
4. 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.