Introduction
This guide covers the administrative features of PHOX Chat, including user management, team organization, and subscription management.
Profile Management
Accessing Profile Settings
Access the profile settings by clicking on your profile icon at the top right of the window:
The profile menu provides access to user-specific settings and administrative controls.
User Profile Overview
View and manage individual user settings and preferences.
Team Management
Teams Dashboard
Access the teams dashboard to manage all team-related functions. This includes managing users and assigning them to teams.
Team Activity Feed
Monitor team activity and usage patterns.
Teams Overview
View and manage all teams in your organization. Each team has a set number of licenses. You can assign users to each team up to the limit of licenses for that team.
Team Details
Access detailed team settings and configurations. This includes the team name, description, and users who belong to that team.
User Management
Adding New Users
Start the process of adding new users to your organization. You can immediately assign new users a role and a team. Most users will have the regular 'User' role, while the administrator(s) will have the 'Admin' role.
Assigning User Roles
Set appropriate permission levels and roles for new users.
Team Assignment
Add users to specific teams within your organization.
Subscription Management
Subscription Overview
Access subscription management through the dedicated menu.
Active Subscriptions
View and manage your organization's current subscriptions.
Subscription Details
Review detailed subscription information and settings.
Best Practices
User Management
1. Regularly review user roles and permissions
2. Remove inactive users promptly
3. Ensure proper team assignments
4. Maintain updated user profiles
Team Organization
1. Structure teams based on departments or functions
2. Assign team leads with appropriate permissions
3. Regular review of team compositions