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Billing & Agent Management
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How to Set Up Agent Roles
Roles allow you to manage permissions for large groups of agents more efficiently. You can grant permissions to a group of agents by giving them a role instead of granting agent permissions individually.In the Comm100 system, there are two default roles...
How to Add Agents to My Comm100 Account
Comm100 supports unlimited agents and allows you to collaborate with other agents during a chat session. You can add multiple agents to your Comm100 account according to your needs.Step by Step InstructionsLog in to your Comm100 control panel.From the l...
How to Upgrade My Trial Account to a Paid Account
With Comm100, you can upgrade your trial account to a paid account any time before your 15-day Free Trial expires. After the successful subscription, your account will be automatically billed on each of your billing dates. This article describes the ste...
How to Clear My Unpaid Bills
Once signed up to Comm100, charges for your subscription take place automatically based on your billing settings. If the automatic payment fails for some reason, you need to pay your bills manually to renew your subscription.In the following scenarios, ...
How to Reset Agents' Password in My Account
If you are an administrator or have permission to manage agents, you can reset the password for agents in your account.Note:A site administrator owns all permissions of your account.Step by Step InstructionsLog in to your Comm100 Control Panel.Navigate ...
How to Change My Payment Information
You can change your payment information in the Comm100 system any time you want.Step by Step InstructionsTo change your payment information, follow these steps:Log in tothe Comm100 Control Panel.In the left navigation bar, go to Global Settings Billing...
How to Cancel My Comm100 Account
To cancel your Comm100 account, you must contact your account manager. Upon cancellation, you won’t be able to sign in to the Comm100 service and products you’ve been using. So, before you close your account, take the time to tie up loose ends and make ...
How to Edit Agents' Information
You can change agents' email, name, and other information after creating them. The agent's display name which is shown to the visitors can also be edited. To edit agents' information, you need to be the site Administrator or have permission to manage ag...
How Can I Manage Agents in Comm100 Account
Comm100 agent system allows you to manage your agents in multiple aspects. If you are a site administrator or have permission to manage agents, you can manage agents in the following ways:Add multiple agents to your accounts. To learn the details, see t...
How to Manage Agent Permissions
When a Comm100 agent is created, you can manage agent permissions by editing agents individually or by granting role permissions. An agent has both the permissions that are granted individually and the permissions of all the roles that the agent has bee...
How to Change My Display Name Which Is Shown to My Website Visitors
The display name is the name you have set for your account. It is shown to your website visitors in your chat window. You can easily change your display name in your Comm100 account.Step by Step InstructionsLog in to your Comm100 Control Panel.From the ...
How to Create a Department
A department represents a business unit in your organization with specific responsibilities. Departments help you assign incoming visitors to the most suitable agents. You can create multiple departments to group your agents according to their responsib...
How to Select Additional Features in Live Chat Plus
Comm100 Live Chat Plus plan allows users to select additional features and reports apart from the features included in the package. Users can select up to three additional features and three reports to add to their Live Chat Plus plan. This article intr...
How to Set Up Agent SSO with Okta
Introduction to Comm100 Agent SSOComm100 Agent SSO allows your agents to have a single login across Comm100 and other applications. The supported SSO identity providers include Okta, Azure AD, and Google Cloud Identity. If you are using Okta, you can cr...