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How to Sync New Users to Intercom So the Support Messenger Appears (CRM)

Overview

Before you begin, make sure you have:

  • A CRM administrator account for your Dazos instance

  • The names of the newly added users who cannot see the Support Messenger (help icon)

Steps

  1. Log in to your Dazos CRM as an administrator.

  2. Navigate to Dazos Support Settings. Locate the Dazos Support Settings section within your CRM. This is where the Intercom sync can be triggered.
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  3. Sync the new users to Intercom. From within Dazos Support Settings, initiate the sync for the users who are not seeing the Support Messenger. This connects the new user accounts to Intercom so the messenger can load correctly for them.

  4. Ask the affected users to log out and log back in to the CRM. Once the sync has been completed, users should sign out and sign back in so the Support Messenger loads correctly for their session.

Result

After completing these steps, the synced users will see the Support Messenger (the help icon) in their CRM. They can use it to access Dazos support, chat with Fin, and track support tickets.

⚠️ Note: This sync is performed by a CRM administrator directly within the Dazos Support Settings in the CRM — it does not require a backend fix from Dazos Support. If you do not have administrator access, contact your CRM administrator to complete these steps on your behalf.

If users still cannot see the Support Messenger after syncing and logging back in, contact Dazos Support for further assistance.

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