You can add or remove Live Assist agents and supervisors by using the admin portal. (Learn how to access the admin portal.)
Important: Do not add or remove the Live Assist Agent or Live Assist Supervisor roles from a user by using the Manage User Roles setting in Dynamics 365. That can cause problems. Instead, please make the change using the admin portal as explained in this article.
In the admin portal, go to the Users menu and then click on Agents.
The users which belong to your organization are displayed on the page that opens. There may be multiple pages, depending on the number of agents you have. You can use the page navigation arrows to move through these pages.
Click on the circle inside the card for a user to enable or disable that agent. If the circle is orange, it means that the user is active or enabled as an agent. If the circle is grey, it means the user is inactive or disabled as an agent.
You can also set or remove a user as a supervisor by clicking on the supervisor label at the top of the card. If the label is magenta, it means the user is a supervisor. If the label is grey, it means the user is not a supervisor.
Filtering
You can filter users based on first or last names using the Search box at the top. Type in part of the name of a user you would like to find followed by the enter key or the search button.
You can select to sort the users by their names ascending or descending. Ascending will sort the results based on their names in alphabetical order A-Z. Descending will sort the results based in reverse alphabetical order Z-A.
The active checkbox next to the sort options allows you to view only users who have at least one role already.