Getting started as an admin
This article helps you log in to UniverX for the first time as an administrator and orient yourself in the admin console.
Before you start
Section titled “Before you start”Make sure you have:
- Received a UniverX invitation email at your work address
- An account with the Owner or Admin role (you cannot access the admin console with the Agent or Viewer role)
- A modern web browser (Chrome or Firefox recommended)
Step 1: Log in
Section titled “Step 1: Log in”- Open the invitation email from UniverX.
- Click the Accept invitation link in the email.
- Set your password when prompted.
- Log in at your UniverX organization URL.
If you already have an account, go to your organization URL and enter your email address and password.
Step 2: Open the admin console
Section titled “Step 2: Open the admin console”After logging in, you will see the main application interface.
- Look for the left-hand sidebar.
- Click Admin console to expand the admin navigation.
- You will see the full list of admin sections: Members, Queues, Widgets, Forms, Billing, Security, Event logs, and Organization settings.
Step 3: Complete your first-time setup
Section titled “Step 3: Complete your first-time setup”We recommend completing these tasks in order when setting up a new organization:
1. Configure your queues
Section titled “1. Configure your queues”Queues determine how incoming customer requests are routed to your team. You need at least one active queue before your widget can route customers to agents.
→ See Queue configuration
2. Add your team members
Section titled “2. Add your team members”Invite the agents and other administrators who will use UniverX. Assign each person a role and add them to the relevant queues.
→ See Manage members
3. Set up your website widget
Section titled “3. Set up your website widget”Once you have a queue, you can create a widget and embed it on your website. The widget is the customer-facing chat and video button that appears on your site.
→ See Widget setup
4. Configure billing
Section titled “4. Configure billing”Make sure your subscription plan and payment details are correct before going live.
→ See Billing & subscription
Understanding admin roles
Section titled “Understanding admin roles”Not every administrator has the same level of access. UniverX uses four roles:
| Role | What they can do |
|---|---|
| Owner | Full access to everything, including billing and deleting the organization |
| Admin | Full access except billing and organization deletion |
| Agent | Can handle customer queues; no admin console access |
| Viewer | Read-only access; no admin console access |
What happens next
Section titled “What happens next”Once you have completed initial setup, your team can log in and start handling customer queues. You can return to the admin console at any time to:
- Invite new members
- Adjust queue settings
- Update widget appearance
- Review event logs
- Manage billing
Troubleshooting
Section titled “Troubleshooting”I do not see the admin console in the sidebar. Your account may not have the Admin or Owner role. Ask your organization owner to update your role in Members & access.
My invitation link did not work. Invitation links expire after 7 days. Ask an admin to resend the invitation from Members & access → Members → Resend invitation.
I cannot log in. Make sure you are using the correct organization URL. If you have forgotten your password, use the Forgot password link on the login page.