The following configurations must be completed once-off within MAXMONEY to enable and manage MAXCHAT.

Roles

To grant users the ability to access and configure MAXCHAT, the following resources must be assigned to their respective roles:

• Navigate to: Setup ? Security ? Roles.

• Edit Role and ensure the following resources are enabled:

  • MaxChat Allow Chat: Permits the user to participate in and view chat messages.

  • MaxChat Setup: Grants the user access to configure MAXCHAT settings.

Setups

To enable and configure the MAXCHAT module:

• Video Tutorial: For a visual guide on setting up and using MAXCHAT, watch the video tutorial: https://www.youtube.com/watch?v=pZggtjgHiNM

• MaxChat General Setup:

  • Navigate to: Setups ? MaxChat ? General.

  • Action: Enable the MaxChat functionality.