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Set Visibility for Chat Users
Choose how your Chat users can view the Supervisor Tab and Chat Sessions using profiles and permission sets.
Required Editions
| View supported editions. |
Important
Legacy Chat will be retired on February 14, 2026. To avoid service interruptions to your end users, switch to enhanced Chat (formerly Messaging for In-App and Web). Enhanced Chat offers many of the legacy Chat features that you love plus asynchronous conversations that can be picked back up at any time. Learn about migrating in Help and Trailhead.
- Set Visibility for the Supervisor Tab Through Profiles
The Chat supervisor panel is your supervisors’ one-stop shop for finding information about their organizations’ chat buttons and chat agents. Make the Chat supervisor tab visible to users who are assigned to specified profiles. - Set Visibility for the Chat Sessions Tab through Permission Sets
Session records store information about your agents’ and customers’ interactions online, such as how many chat requests were processed, how long agents spent online, or how long agents were actively engaged in chats with customers. Make the Chat sessions tab visible to users who are assigned to specified permission sets. - Set Visibility for the Chat Sessions Tab through Profiles
Session records store information about your agents’ and customers’ interactions online, such as how many chat requests were processed, how long agents spent online, or how long agents were actively engaged in chats with customers. Make the Chat sessions tab visible to users who are assigned to specified profiles.
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