User management settings

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UA	US	RU

This page will help you create additional users in your company for employees.

By default, your company has a main user with the role of Company Owner. Try not to give others access to it without necessity.

Contents:

1. To do this, go to Settings → Users, and select the user you need.

2. Make changes and click "Save."

1. Username: Field for entering the user's name.

2. Email address: Field for entering the user's email.

3. Role: Dropdown list where you need to select one of the previously created roles.

4. Phone: Field for entering the user's contact phone number.

5. Access Restriction: An option that allows restricting access to certain funnels for platform users.

If no funnels are added, the user will not see any funnels in the Sales Funnels section, but they will still be able to create them. In the Chats section, chats will only display with subscribers who have subscribed to the funnels that the user has access to.

6. Save: Button for saving changes.

7. Delete: Button for deleting the current user.

The platform also has 6 pre-created roles for standard employee functions.

This role gives the user access to all platform functionality. It is assigned by default to the client whose email was used to register the account. However, it can also be assigned to employees if they need access to all platform features.

This role includes editing rights for LGT, Analytics, and the Knowledge Base of AI Support.

It also grants access to view company information, users, and the ability to view Sales Funnels, Proposals, Sales Plans, Webinars, Message Templates, Smart Mailings, Standard Messages, integrations with Messengers, Payment Systems, and IP Telephony, as well as see information from the Administrative Panel.

However, this role does not provide access to CRM, Archive, or customer information.

This role includes editing rights for Sales Funnels, Lead Generation Tools, Proposals, Message Templates, Smart Mailings, Standard Messages, Knowledge Base, Dialog Settings, Variables, as well as Email Templates and User Tags.

It also grants access to view company information, users, Webinars, integrations with Messengers, Payment Systems, and IP Telephony, as well as see information from the Administrative Panel.

However, this role does not provide access to CRM, Archive, or customer information.

This role includes the right to edit LGT, Analytics, Proposals, Message Templates, CRM, customer information, as well as the right to conduct chats.

It also grants access to view company information, users, Lead Generation Tools, Proposals, Message Templates, Smart Mailings, Standard Messages, Knowledge Base, Webinars, Sales Funnels, integrations with Messengers, Payment Systems, and IP Telephony, as well as see information from the Administrative Panel and Orders and Sales sections.

This role includes the right to edit Proposals, Message Templates, CRM, customer information, Analytics, Orders, and Sales, as well as the right to conduct chats.

It also grants access to view company information, users, Lead Generation Tools, Proposals, Message Templates, Smart Mailings, Standard Messages, Knowledge Base, Webinars, Sales Funnels, integrations with Messengers, Payment Systems, and IP Telephony, as well as see information from the Administrative Panel and Orders and Sales sections.

This role gives the right to view integrations with messengers, user information, data in the Admin panel, as well as see training materials.