Roles & Permissions

Overview

Through Roles & Permissions Setting, you can create different roles and allow specific permissions to them. Then, use Roles to create Team members and provide them control as per allowed permissions. This is useful to give team members limited control over the Rampwin platform and its options.

To access this particular setting, go to Settings and then click Roles & Permissions.

Create a Role

At Roles & Permissions, click the Create Role button.

Then, define the name of the Role and click Save.

Assign Permission

Once you've created a Role, you'd find it in the tab. Then, to assign permissions, simply click the checkbox next to permission.

Or select them all by checking the Bulk box. There are a total of 34 permissions you can assign to a role.

1. Manage Quick Replies

2. Manage FAQ

3. Manage Attachment

4. Manage Knowledge

5. Manage Departments

6. Rest API

7. Manage Self Account

8. Edit Tickets

9. Manage Campaigns

10. Manage Channels

11. Manage Assigned Channels

12. Manage Tickets

13. Manage Custom Fields

14. Manage Service Integrations

15. Manage Settings

16. Chat Customers

17. Manage All Chats

18. Manage All Tickets

19. Manage Automation Rules

20. Manage Recurring Events

21. Manage Contacts

22. Manage Follow Ups

23. Manage All Follow Ups

24. Can See Contact Basic Profile

25. Manage User Roles

26. Manage Teams

27. Manage Message Template

28. Manage Drip Campaign

29. Manage Messages

30. Manage Todo

31. Create Manual Payment Link

32. Manage Chat Commerce Store

33. Manage Notes

34. Delete Notes

Editing a Role

To edit a Role, click the Menu (three vertical dots) icon, then select Edit.

It will allow you to change the name. Once edited, click Save.

Delete a Role

To delete a Role, click the Menu (three vertical dots) icon, then select Delete.

Then click the Confirm button to finalise deleting.

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