The User Detail Page in Chatavise allows admins and account owners to manage individual team members — from resetting passwords to configuring permissions and notification preferences. This article walks you through each section of the user detail page and how to make changes.

1. Accessing the User Detail Page

To manage a specific user, navigate to the Users page in Chatavise. Click anywhere on the user's row to open their detail page. From here, you can update their profile, permissions, locations, and notifications.

2. Resetting a User's Password

At the top of the user detail page, you'll see a Reset Password option. Click this to generate a temporary password for the user.

You can deliver the new password by:

  • Text — Send via SMS to their phone number on file
  • Email — Send via email
  • Copy — Copy the password manually if you're helping them log in directly

3. Editing the User Profile

The Profile section lets you update core user information:

  • Name — Update the user's first and last name
  • Bio — Add a short description (useful for tracking links and customer-facing messages)
  • Role — Change their role (Admin, Manager, Service Team Leader, Representative)
  • Default Location — Assign their primary business location
  • Field Service System ID — If integrated with Jobber, Housecall Pro, Service Titan, or Power Magic, this ID syncs automatically. You can also update it manually if needed.
  • Active Status — Toggle to activate or deactivate the user

Click Save Changes at the bottom of the section to apply any updates.

Uploading a Photo

You can upload a profile photo for the user. This photo can be used in tracking links (e.g., when a technician is on the way) or in message templates using the avatar variable.

Show Avatar to Team

Toggle Show Avatar to Team on or off to control whether this user's photo appears in customer-facing messages. If a user prefers not to show their photo, you can disable this without affecting your message templates.

4. Managing Permissions

The Permissions section gives you granular control over what the user can access and do within Chatavise.

  • Permissions are grouped by feature area (e.g., Users, Campaigns, Channels, Reviews)
  • Each permission includes a description of what it controls
  • Permissions are pre-configured based on the user's role, but you can customize them

To find a specific permission, use the search bar to filter by keyword (e.g., "users" or "reviews").

Resetting to Role Defaults

If you've made too many changes and want to start fresh, click Reset to Role Template. This restores all permissions to the defaults for that user's assigned role. Click Save to apply.

5. Assigning Locations

The Locations section determines which business locations the user can access in Chatavise.

  • By default, users are assigned to a location group or specific location when added
  • You can assign additional locations or remove existing ones
  • Assigning a location group covers all locations within that group

Location access controls what the user sees in Chats, Reviews, Surveys, and other location-specific features.

6. Configuring Notifications

The Notifications (or Alerts) section lets you control how and when the user receives notifications.

Notification Channels

  • Email — Enable to send alerts to the user's email address
  • Push Notifications — Enable if the user has the Chatavise mobile app installed

You can enable both, one, or neither depending on the user's preferences.

Alert Types

Select which types of alerts the user should receive:

  • New opt-ins
  • Online reviews
  • Missed messages
  • And more

Survey Alerts

At the bottom of the Notifications section, you can assign specific survey alerts to the user. This controls which surveys trigger notifications for this team member when a response is submitted.

Tip: Survey alerts can also be assigned in bulk from the Users page. See Using the Users Page in Chatavise for details.

Need Help?

If you have questions or feedback about managing users, click your profile at the bottom of the sidebar, select Get Help, then Contact Us. You can submit your name, email, and any questions or suggestions you have. Our team will review your request and get back to you.