Phased rollout This version of the software is currently available only to early adopter SaaS customers as the first step in our phased rollout.

Roles and permissions


User permissions let administrators control how people access the components of Live Chat, such as the Virtual Chat Administration Console.

As an administrator, you must categorize application users by roles and assign them to predefined active groups. You can assign application users to one of the active groups, depending on their role and the permissions required. Each of these groups have certain form permissions associated with them. Each permission group can access only certain areas of the application. A user can belong to multiple permission groups.

The following table gives information about the permission groups and the consoles and forms accessible to each group:


Permission group name

Role in Live Chat

Accessible consoles

Accessible forms

ESChat Admin

Application administrators

  • Virtual Chat Administration Console
  • Monitoring and Report Console
View the list of accessible forms
  • ES_Chat:Administration_VirtualAgentQuery
  • ES_Chat:Administration_VirtualAgentQuery_MasterQuery
  • ES_Chat:AdministrationConsole
  • ES_Chat:AdministrationConsole_ApplicationDefinition
  • ES_Chat:AdministrationConsole_ApplicationLauncher
  • ES_Chat:AdministrationConsole_AssigneeForm
  • ES_Chat:AdministrationConsole_BusinessTime
  • ES_Chat:AdministrationConsole_GeneralServerSettings
  • ES_Chat:AdministrationConsole_IntegrationSetup
  • ES_Chat:AdministrationConsole_NotificationServer
  • ES_Chat:AdministrationConsole_SAC_Settings
  • ES_Chat:AdministrationConsole_ServerMap
  • ES_Chat:AdministrationConsole_ServerMapping_PatchServerNa
  • ES_Chat:AdministrationConsole_ServiceAlert
  • ES_Chat:AdministrationConsole_SessionTimeoutSettings
  • ES_Chat:AdministrationConsole_SMSGatewayDefinition
  • ES_Chat:AgentITSM7Integration
  • ES_Chat:Company_Menu
  • ES_Chat:EventOccurance
  • ES_Chat:GroupChatRefreshForm
  • ES_Chat:MasterChatRecord
  • ES_Chat:MasterChatRecord_RequestAssignment
  • ES_Chat:MasterChatRecord_SupportingData
  • ES_Chat:MyCollaborationPortal
  • ES_Chat:MyCollaborationPortal_Attachment
  • ES_Chat:OpenCDRForCustomer
  • ES_Chat:OpenURLForCustomer
  • ES_Chat:OpenURLForCustomer_Select
  • ES_Chat:ChatQueryWizard
  • ES_Chat:Remedy Chat Portal
  • ES_Chat:ReportConsole
  • ES_Chat:ReportConsole_ChatSessionQuery
  • ES_Chat:ReportPendingChatSessionsByProduct
  • ES_Chat:SAC_CustomerContext
  • ES_Chat:SAC_MarkAsAbandoned
  • ES_Chat:SAC_RelateToMajorIncident
  • ES_Chat:SAC_SaveForSessionReopen
  • ES_Chat:SACLauncher
  • ES_Chat:SelectChatSession
  • ES_Chat:Self Service Login
  • ES_Chat:ServiceAlertNotification
  • ES_Chat:SessionChatQueue
  • ES_Chat:SupportAgentConsole
  • ES_Chat:TestFilters_ChatBot
  • ES_Chat:TestFilters_ChatTools_CleanLog
  • ES_Chat:Topic_ByAgentAssignment_Join
  • ES_Chat:Topic_QueueAgentAssignment
  • ES_Chat:Topic_QueueTopicAssignment
  • ES_Chat:TransferChatSession
  • ES_Chat:UserActivityItem
  • ES_Chat:IntegrationData
  • ES_Chat:UserIntegrationold
  • ES_Chat:UserIntegrationwithDetails
  • ES_Chat:UserPreferences
  • ES_Chat:UserSurvey
  • ES_Chat:Version_DVFControl
  • ES_MI:MajorIncident
  • ES_MI:MICategoryJoin 

ESChat Agent

Support agents who interact with self-help users 

Agent console in BMC Helix ITSM: Smart IT

Note: To access the agent console, agents must also have the IT Agent role in BMC Helix ITSM: Smart IT.

View the list of accessible forms
  • ES_Chat:AdministrationConsole_ApplicationDefinition
  • ES_Chat:AdministrationConsole_ApplicationLauncher
  • ES_Chat:AdministrationConsole_IntegrationSetup
  • ES_Chat:AdministrationConsole_NotificationServer
  • ES_Chat:AdministrationConsole_ServerMap
  • ES_Chat:AdministrationConsole_SMSGatewayDefinition
  • ES_Chat:AgentITSM7Integration
  • ES_Chat:Company_Menu
  • ES_Chat:EventOccurance
  • ES_Chat:GroupChatRefreshForm
  • ES_Chat:MasterChatRecord
  • ES_Chat:MasterChatRecord_RequestAssignment
  • ES_Chat:MasterChatRecord_SupportingData
  • ES_Chat:MyCollaborationPortal
  • ES_Chat:OpenCDRForCustomer
  • ES_Chat:OpenURLForCustomer
  • ES_Chat:OpenURLForCustomer_Select
  • ES_Chat:ChatQueryWizard
  • ES_Chat:Remedy Chat Portal
  • ES_Chat:ReportConsole
  • ES_Chat:SAC_CustomerContext
  • ES_Chat:SAC_MarkAsAbandoned
  • ES_Chat:SAC_RelateToMajorIncident
  • ES_Chat:SAC_SaveForSessionReopen
  • ES_Chat:SACLauncher
  • ES_Chat:SelectChatSession
  • ES_Chat:Self Service Login
  • ES_Chat:SessionChatQueue
  • ES_Chat:SupportAgentConsole
  • ES_Chat:Topic_ByAgentAssignment_Join
  • ES_Chat:Topic_QueueAgentAssignment
  • ES_Chat:Topic_QueueTopicAssignment
  • ES_Chat:TransferChatSession
  • ES_Chat:UserActivityItem
  • ES_Chat:UserIntegrationold
  • ES_Chat:UserIntegrationwithDetails
  • ES_Chat:UserPreferences
  • ES_Chat:UserSurvey
  • ES_Chat:Version_DVFControl
  • ES_MI:MajorIncident

ESChat Alert Admin

People who need to create, modify, or delete service alerts,
but do not perform any other administrative actions

Virtual Chat Administration Console

View the list of accessible forms
  • ES_Chat:AdministrationConsole
  • ES_Chat:AdministrationConsole_NotificationServer
  • ES_Chat:AdministrationConsole_ServiceAlert
  • ES_Chat:ServiceAlertNotification

ESChat Supervisor

Help desk or support supervisors who might need to view,
but not modify certain application settings


  • Virtual Chat Administration Console
  • Read-only permission to the following options in the General Settings menu:
    • Language Translation
    • Service Alerts
    • SLAs
    • Topics/Queues
  • Create, modify, and delete permissions to the following options in the Agent Toolkit menu:
    • Applications
    • Group Chat Rooms
    • Quick Texts
  • Monitoring & Report Console
View the list of accessible forms
  • ES_Chat:Administration_VirtualAgentQuery
  • ES_Chat:AdministrationConsole
  • ES_Chat:AdministrationConsole_ApplicationDefinition
  • ES_Chat:AdministrationConsole_ApplicationLauncher
  • ES_Chat:AdministrationConsole_AssigneeForm
  • ES_Chat:AdministrationConsole_BusinessTime
  • ES_Chat:AdministrationConsole_GeneralServerSettings
  • ES_Chat:AdministrationConsole_IntegrationSetup
  • ES_Chat:AdministrationConsole_LanguageTranslationSettings
  • ES_Chat:AdministrationConsole_NotificationServer
  • ES_Chat:AdministrationConsole_Question Script
  • ES_Chat:AdministrationConsole_Quick Text
  • ES_Chat:AdministrationConsole_SAC_Settings
  • ES_Chat:AdministrationConsole_ServerMap
  • ES_Chat:AdministrationConsole_ServerMapping_PatchServerNa
  • ES_Chat:AdministrationConsole_ServiceAlert
  • ES_Chat:AdministrationConsole_SessionTimeoutSettings
  • ES_Chat:AdministrationConsole_SMSGatewayDefinition
  • ES_Chat:AdministrationConsole_TextSettings
  • ES_Chat:AgentITSM7Integration
  • ES_Chat:ApplicationLauncher
  • ES_Chat:AttendeeStatus
  • ES_Chat:CDR_Sample
  • ES_Chat:Change_Password
  • ES_Chat:ChatAlerts_GenerateSecurityKey
  • ES_Chat:ChatAlerts_OpenSettings
  • ES_Chat:ChatDataRequest
  • ES_Chat:ChatDataRequest_OpenFormForCustomer
  • ES_Chat:ChatDataRequest_RelateToSession
  • ES_Chat:ChatDataRequest_SaveDataToChatLog
  • ES_Chat:ChatDataRequest_Send
  • ES_Chat:ChatDataRequest_UpdateQuickDisplayData
  • ES_Chat:CreateGroupChat
  • ES_Chat:CreateUserAccount
  • ES_Chat:DVFFormatString
  • ES_Chat:EventOccurance
  • ES_Chat:DVFFormatString
  • ES_Chat:GroupChatRefreshForm
  • ES_Chat:HoursAvailabilityMessage
  • ES_Chat:IntegrationComments
  • ES_Chat:MasterChatRecord
  • ES_Chat:MasterChatRecord_RequestAssignment
  • ES_Chat:MasterChatRecord_SupportingData
  • ES_Chat:Message Box
  • ES_Chat:MyCollaborationPortal
  • ES_Chat:MyCollaborationPortal_Attachment
  • ES_Chat:MyCollaborationPortal_MenuLabelGroupAccess
  • ES_Chat:OpenCDRForCustomer
  • ES_Chat:OpenURLForCustomer
  • ES_Chat:OpenURLForCustomer_Select
  • ES_Chat:ParticipantChatRecord
  • ES_Chat:Remedy Chat Portal
  • ES_Chat:ReportConsole
  • ES_Chat:ReportConsole_ChatSessionQuery
  • ES_Chat:ReportPendingChatSessionsByProduct
  • ES_Chat:RequesterAssigneeForm
  • ES_Chat:SAC_CustomerContext
  • ES_Chat:SAC_MarkAsAbandoned
  • ES_Chat:SAC_RelateToMajorIncident
  • ES_Chat:SAC_SaveForSessionReopen
  • ES_Chat:SACLauncher
  • ES_Chat:SelectChatSession
  • ES_Chat:SessionChatQueue
  • ES_Chat:Topic
  • ES_Chat:Topic_ByAgentAssignment_Join
  • ES_Chat:Topic_QueueAgentAssignment
  • ES_Chat:Topic_QueueTopicAssignment
  • ES_Chat:TransferChatSession
  • ES_ChatTransferFiles
  • ES_Chat:Tranlation_SupportedLanguageDefinition
  • ES_Chat:UserActivityItem
  • ES_Chat:UserChatRecord
  • ES_Chat:IntegrationData
  • ES_Chat:UserIntegrationold
  • ES_Chat:UserIntegrationwithDetails
  • ES_Chat:UserPreferences
  • ES_Chat:UserSurvey
  • ES_Chat:VAQ:Index_Updater
  • ES_Chat:Version_DVFControl
  • ES_Chat:General:HomePage
  • ES_Chat:General:OrganizationRegistration
  • ES_Chat:General:User
  • ES_MI:MajorIncident
  • ES_Sample:CDR_InitialNav_100
  • ES_Sample:CDR_NavOptions
  • ES_Sample:CDR_OnRequestLiveAgent
  • ES_Sample:CDR_RequestContactInfo
  • ES_Sample:CDR_RequestSurvey
  • ES_Sample:CDR_Template
  • ES_Sample:IntegrationPoint_IncidentManagement
  • ES_Sample:SampleIntegrationForm