Roles & Permissions

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 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'll find it in the tab. Then, to assign permissions, simply click the checkbox next to permission.

1. Manage Quick Replies
2. Manage Attachment
3. Manage Departments
4. Manage Own Department Teams
5. Manage Own Department Chats
6. Rest API
7. Manage Self Account
8. Manage Campaigns
9. Manage Channels
10. Manage Assigned Channels
11. Can Send Template
12. Manage Custom Fields
13. Manage Service Integrations
14. Chat Customers
15. Manage All Chats
16. Manage All Tickets
17. Manage Automation Rules
18. Manage Contacts
19. Manage Follow Ups
20. Manage All Follow Ups
21. Can See Contact Basic Profile
22. Manage User Roles
23. Manage Teams
24. Manage Message Template
25. Manage Drip Campaign
26. Create Manual Payment Link
27. Manage Chat Commerce Store
28. Manage Additional Chat Members
29. Download Contacts
30. Download Messages

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 finalize deleting.