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What are Provider and Customer Users?
What are Provider and Customer Users?

This article explains providers and customer users along with their relations.

Updated over a week ago

As a 'provider' user, you deliver your services to your clients, who are 'customer' users. In your role as a provider, you have the flexibility to collaborate with your co-workers, enabling a more efficient and coordinated service delivery.

Team Collaboration

You and your co-workers can work together within the same main provider channel. This means that multiple provider accounts can be linked and operate under a single primary channel. This setup allows for seamless teamwork and ensures that services are consistently delivered, even if different team members are involved.

Multi-Account Functionality

With the ability to manage multiple accounts within one main provider channel, you can streamline your operations and enhance service quality. Each team member can access the shared channel, contribute their expertise, and support customers effectively. This collaborative approach ensures that clients receive comprehensive support and services from your entire team.

In summary, as a 'provider' user, you can efficiently deliver your services to 'customer' users by collaborating with your co-workers and managing multiple accounts within a single unified provider channel. This structure promotes teamwork and ensures a high level of service consistency and quality for your clients.


Provider Users

Every channel on our platform is managed by a provider. If you have a team, you can assign multiple providers to a single channel to enhance collaboration and service delivery.

Role of Providers

Providers are the owners and administrators of their channels. They are responsible for managing the content, services, and overall operations within their respective channels. As administrators, providers have the authority to configure settings, manage users, and ensure that the channel runs smoothly.

Team Collaboration

When working as a team, you can designate multiple providers for a single channel. This allows different team members to share the administrative responsibilities and collaborate effectively. By having multiple providers, you ensure that there is always someone available to manage and provide services, even if one provider is unavailable.

Enhanced Service Delivery

With multiple providers, your channel can offer a more robust and responsive service. Each provider can contribute their expertise and skills, making it easier to handle a higher volume of clients and provide specialized support. This collaborative approach ensures that your clients receive the best possible service experience.

In summary, each channel is managed by providers who act as the administrators and service providers. By allowing multiple providers per channel, you can promote teamwork, enhance service delivery, and ensure efficient management of your channels.

Customer Users

Users connected to a specific channel are referred to as 'customer users.' These customer users interact with and receive services through the channel.

Flexibility of Roles

A single user can have multiple roles across different channels. For instance, a customer user in one channel can also act as a provider in another channel. Additionally, they can be a customer user in several other channels simultaneously.

Single Account Convenience

There is no need to create multiple accounts to manage these different roles. A single account can be used to access and participate in various channels, whether as a provider or a customer user. This simplifies the user experience by allowing seamless switching between roles and channels without the hassle of managing multiple login credentials.

In summary, users linked to a specific channel are known as 'customer users.' These users can also function as providers in other channels or remain customer users in multiple channels, all while using a single account. This flexibility ensures a convenient and streamlined experience across the platform.

Team Members

If you are delivering services with multiple co-workers, you can set up a team within a specific channel. This team structure allows your co-workers to collaborate effectively and provide services together.

Team Setup and Collaboration

By setting up a team in a channel, you enable your co-workers to function as if they are the primary providers of that channel. This means that each team member can manage and deliver services to the customer users just like the main provider.

Role of Team Members

Team members have the ability to interact with and assist customer users, ensuring that services are consistently available and efficiently delivered. They can share responsibilities, respond to customer inquiries, and handle various tasks within the channel. This collaborative approach enhances the overall service quality and ensures that customer needs are met promptly.

Benefits of Team Collaboration

  • Improved Service Delivery: With multiple team members acting as providers, customer users receive timely and comprehensive support.

  • Shared Responsibilities: Team members can distribute tasks among themselves, preventing burnout and ensuring that no single provider is overwhelmed.

  • Enhanced Flexibility: The team setup allows for more flexible scheduling and coverage, ensuring that there is always someone available to assist customers.

In summary, setting up a team within a specific channel allows you and your co-workers to collaborate and provide services effectively. Team members can act as providers, delivering high-quality support to customer users and ensuring a seamless and efficient service experience.

User Management

A provider has the authority to manage both the customer users and the team members assigned to a channel. This includes overseeing user interactions, maintaining the channel’s functionality, and ensuring a smooth operation.

Managing Customer Users and Team Members

Providers have several administrative capabilities within their channels:

  • Add and Invite Users: Providers can add new users to the channel or send invitations to potential users.

  • Remove and Ban Users: If necessary, providers can remove users from the channel or ban them to maintain a safe and productive environment. This ensures that any disruptive or inappropriate behavior is promptly addressed.

User Independence

Each user on the platform has the ability to configure their own settings independently of any channel they are part of. This means:

  • Personal Settings: Users can adjust their preferences, notifications, and other personal settings according to their needs, without affecting their access to different channels.

  • Flexibility and Control: This independence allows users to have a personalized experience while still being part of multiple channels and roles.

In summary, a provider manages the customer users and team members within their channel, with the ability to add, invite, remove, and ban users as needed. Meanwhile, each user retains control over their personal settings, ensuring a customized and flexible experience across all channels they are involved in.

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