Users and permissions
Invite your team to LucyIQ and control what each person can see and do.
Adding your team#
You can invite staff to your LucyIQ account so they can use your agents and, if you allow it, manage them. Each person gets their own login, so you always know who changed what.
What people can do#
Permissions are set per person, so you decide who can:
- Use the agents (ask questions and get answers).
- Manage an agent's knowledge and settings through Manage my Lucy.
- Handle tickets in the helpdesk.
- See billing and account details.
- Contact LucyIQ support directly. This one is off for everyone until you, the account owner, tick it for a person.
Give each team member only what they need — you can change permissions at any time.
When your team gets stuck#
Anyone on your team can ask for help from the Support panel ("My Requests"). If they can't contact LucyIQ directly, their question comes to you first. You can reply to them, or pass it to LucyIQ in one click with their question and the conversation included. Only one person can pass each question on, so LucyIQ never gets the same question twice.
At a franchise location, the location owner's questions go to head office, and head office decides whether to bring in LucyIQ.
Removing someone#
When someone leaves, remove their access from your users list. Their login stops working immediately; your agents, knowledge, and history stay intact.
Signing in#
Your team signs in from your LucyIQ subsite. If you use the staff mobile app, they can sign in there too once you've invited them.