Admin Rights Required
This feature is available for Admins.
The Admin Center is your Chili Piper home base. This allows Admins to access different products and organizational settings such as user management, licenses, workspace, integrations, notification settings, data fields, and billing.
In this article we will walk through the Admin Center, including:
Table of Contents
User Management
The User Management table allows admins to manage all licensing, workspaces, Teams, and have visibility into the integration status for users in one place.
Add Licenses
You can add new licenses for your organization directly in the Admin Center as well. We have this dedicated article explaining how to do so.
Add New User
This is the one to look for when adding someone to Chili Piper. You can search users by their e-mail addresses or from your CRM instance.
When adding from CRM, please note that only users with an active CRM license will be visible in the list. If you are not finding any user(s) in that list, you may want to check if they have an active license in your CRM.
When adding from the Email address, you can add multiple emails comma-separated:
Once the adding process is completed, users will receive an email stating they have joined your organization.
Before that, as an Admin, you can start assigning them licenses, roles, Teams, and workspaces, so please ensure that they are all set with their integrations before including them in any assets.
Search & Filter
Use the search bar to facilitate your search by name or e-mail.
You can also filter users by role, invitation status, license, or integration(s) status.
User
The first column you will see is "User", where all available users (synced from your CRM and/or invited) will be listed.
You can view a User's Personal details and working schedule by clicking the "Open" next to their name.
You can also remove a User from the User's table by clicking the three dots next to the user. It's important to mention that you can't remove yourself.
Role
In this column, you can assign or remove user role(s) by clicking the dropdown and selecting the desired role. Roles are important in defining which kind of permission each user will have.
The available roles are Admin, Workspace Manager, Team Manager, and User.
Select the checkbox next to the required users to assign roles in bulk, and click "Edit" in the header. A new window will open at your right, where you will see the "Select Role" section to assign roles to the selected users.
If you do not see a Role available to select, the person was likely already assigned to this Role. In the example above, the users were already Admins, so Admin was not an option.
Adding and Revoking Licenses
This is the place to manage your licenses! You can assign or revoke a license from someone by clicking on the license itself.
If the product license is greyed out, the user does not have that product license. If it's colored, it means they have it. In the example below, the user has ChiliCal and Concierge licenses and does not have Chat and Distro.
Select the checkbox next to the required users to assign roles in bulk and click "Edit" in the header. A new window will open at your right, with a section to Add Licenses and another to Revoke Licenses.
Workspaces
Now, it's time to assign workspace(s) to your users! Users who are not Admins need a workspace to use and be part of the assigned workspace assets.
Click the dropdown, and all Workspaces from your instance will be listed. Then click the desired ones' checkbox to assign or remove a workspace from a user's bucket.
Use the search bar to facilitate your search if you have several workspaces.
To assign or revoke workspaces in bulk, select the checkbox next to the required users and click "Edit" in the header. A new window will open at your right, where you will see the "Add to Workspaces" and the "Remove from workspaces" sections to perform these actions for the selected users.
Teams
A Team is a group of users who are part of a similar team within your company and are part of a shared distribution (it could be either a Round-Robin or an Ownership group). For example, you can have a Team for your Support colleagues, another for Sales, one for EMEA, one for North America, one for Account Executives, and multiple other possibilities.
It's also important to mention that one user can be part of multiple Teams.
To assign or remove a Team to a user, click the dropdown, and all Teams from your instance will be listed. Then click the desired ones' checkbox to assign or remove a workspace from a user's bucket.
Integrations
This is the place to check your colleagues' integration connection status. This is crucial to ensure their availability (calendar) is correct, meeting links (Zoom) are populated, and CRM-related actions are correctly executed.
If a user's calendar or Zoom integration is disconnected, you will notice a " Notify " button. By clicking on it, the user will receive an email asking them to verify and connect to this integration.
Understanding User Mapping
User Mapping simplifies the connection process by automating the linking of Chili Piper user accounts with the corresponding users in the connected integration during integration setup. Here's how it works:
- When setting up the integration, a user's Chili Piper email (used for login) is automatically "mapped" to the identical email address in the connected integration (CRM, calendar, Gong, Slack...). If a match is found, the user is all set, and all integration-dependent features will function as expected.
- If users cannot be automatically mapped, an error icon will appear next to their name in the user management table.
Manual Mapping
While rare, you may need to manually map a user to a different connected integration profile. This action will override the initial automatic mapping and update in real-time. When applicable, this is most common for certain users in your CRM.
Follow the below steps if you need to perform any manual mapping:
- Navigate to the Admin Center's Integrations page
- Click the three dots (...) and then Manage User's Mapping
- Within the Salesforce User column, select the connected integration profile you want to link with the Chili Piper user.
- You can also filter by the user’s role, applied licenses, or even personal integration statuses if needed:
- Once done, click Apply Mapping
Quick Guide to Fix Unmapped Users
If you notice an error icon next to a user's name in the User Management table, here’s how to address it:
- You will notice a warning icon next to any errored users. Hover it and click the "Open <Integration> mapping" button for the user. This will open a list of all users. Unmapped users will always be filtered to the top.
- Within the Salesforce User column, select the connected integration profile you want to link with the Chili Piper user.
- You can also filter by the user’s role, applied licenses, or even personal integration statuses if needed:
- Once done, click Apply Mapping
Export as CSV
Would you like to export the user list for reporting purposes? No problem—the "Export as CSV" button at the top right will help you do that!