Add or Remove Chat Users

Last update: 2024-02-23

Follow the steps below to add or remove chat users.

Add a Chat User

  1. Log in to the Adobe Admin Console.

  2. Click Dynamic Chat.

    NOTE

    If you have more than one Marketo subscription, select the desired one prior to the next step.

  3. Click the Users tab.

  4. Click the Add User button.

  5. Enter the name, user group, or email address of the user you’d like to add. First and last name are optional.

  6. Click the + icon and select the desired product profile.

  7. Click Save.

Add Dynamic Chat Access to Marketo Role

If the newly added Chat user’s Marketo role doesn’t already have Dynamic Chat permission, here’s how to add it.

  1. In Marketo, click Admin and select Users & Roles.

  2. Click the Roles tab.

  3. From the list, select the role you want to modify and click Edit Role.

  4. Select Access Dynamic Chat and click Save.

Remove a Chat User

  1. Log in to the Adobe Admin Console.

  2. Click Dynamic Chat.

    NOTE

    If you have more than one Marketo subscription, select the desired one prior to the next step.

  3. Click the Users tab.

  4. Select the user you want to remove.

  5. Click the Remove User button.

  6. Click Remove User to confirm.

On this page