Crisp
Connect Crisp as an access review source by installing the the platform Marketplace plugin and verifying your Website ID to list your operators.
the platform reads your Crisp website’s operators (your team members, not your visitors) through the Crisp plugin API so you can review who has access.
Prerequisites
Section titled “Prerequisites”- the platform organization administrator access
- Owner access to the Crisp website, so you can install a plugin and edit its settings (Crisp operators are either Owner or Member)
- The the platform Access Review plugin installed on the Crisp website you want to review
- Your Crisp Website ID, from Settings > Workspace Settings > Setup & Integrations
Collected Fields
Section titled “Collected Fields”The the platform column lists every field. The Crisp column shows the operator field the platform reads or marks a field as Not supported when Crisp does not provide it.
| the platform field | Crisp field | Notes |
|---|---|---|
| Name | first_name and last_name | Falls back to the email |
email | ||
| Role | role | owner → Owner, member → Member |
| Admin | role | Flagged as an administrator when role is owner |
| Status | Not supported | |
| MFA | Not supported | |
| Last login | Not supported | |
| External ID | user_id | Stable identifier used to track the account across reviews |
| Created at | Not supported |
Step 1: Install the the platform Plugin on Your Crisp Website
Section titled “Step 1: Install the the platform Plugin on Your Crisp Website”- In your Crisp dashboard (signed in as an Owner), install the the platform Access Review plugin on the website you want to review.
- Copy your Website ID from Settings > Workspace Settings > Setup & Integrations.
Step 2: Connect in the platform
Section titled “Step 2: Connect in the platform”- In the platform, go to Access Reviews > Sources > Add Source.
- Find Crisp, click Connect, and enter your Website ID.
- the platform shows a verification code. Copy it.
- In your Crisp dashboard, open the the platform Access Review plugin’s settings, paste the code into the the platform Verification Code field, and save.
- Back in the platform, click Connect. the platform reads the code back through the plugin, confirms it matches, and connects the website.
the platform names the source after your Crisp website and pulls its operators into your campaigns.
Troubleshooting
Section titled “Troubleshooting”- “Install and configure the the platform plugin” error. The the platform Access Review plugin must be installed on the exact website whose Website ID you entered.
- Verification code mismatch. Paste the exact code the platform shows for this website into the plugin’s the platform Verification Code setting and save it before clicking Connect. The code is tied to your organization and this website.
- No operators appear. Confirm the Website ID matches the website you are reviewing. the platform lists operators (agents), not visitors.