Roles creation
- Customer Service
- Oleg Padalko (Unlicensed)
UA | US | RU
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This tab allows you to create, configure and delete roles.
Each user in a company has a role.
A role defines those pages and those controls on pages that are available to the user.
A role is a set of permissions.
Please note that if you give a role permission to edit, it must also be given permission to view.
Permission is tied either to the page or to elements on the page.
Go to "Settings"
Select "Roles"
Click "Create Role"
A window will open to you, as in the screenshot below, where by opening each of the categories, you can specify the permissions that you want to grant to the user for whom you are creating the role. Or select “Enable all rights” if you need it.
1 - field for specifying the role name
2 - button to create a new role
3 - a button that will return you to the previous step to the list of roles.
4 - permission categories
After clicking on each of the permission categories, a window will open in which you need to check the boxes next to the items that you want to activate for the user. In the “View” column you can grant rights only to view information; in the “editing” column you can indicate that the user will be able to make changes to the item you specified. Also, when you hover your cursor over any of the items, a hint will appear.
Before saving a role, set all necessary permissions for it.
After you have entered all the necessary permissions, click on the button.
Please note that if you give a role permission to edit, it must also be given permission to view.
Before you delete a role, make sure that it is not in use by any users. You also cannot delete base roles.
List of permissions:
Can see Analytics. Allows you to enter the Analytics and Accounting page;
Can edit Analytics. Allows you to add and delete income and expenses on the Accounting page;
Can see Tunnels. Allows you to enter the Tunnels page;
Can edit Tunnels. Allows you to create, edit and delete tunnels;
Can see Suggestions. Allows you to enter the Offers page;
Can edit Proposals. Allows you to create, edit and delete offers;
Can see Message Templates. Allows you to enter the Message Templates page;
Can edit Message Templates. Allows you to create, edit and delete message templates;
Can see Chats. Allows you to enter the Chats page;
Can edit Chats. Allows you to write to clients from the chat page;
Can see CRM. Allows you to enter the Audience page;
Can edit CRM. Currently does not provide any additional features;
Can see Smart Newsletter. Allows you to enter the Smart Mailing page;
Can edit Smart Newsletter. Allows you to create newsletters;
Can see Educational materials. Allows you to enter pages with Training Materials;
Can see the Administrative Panel. Allows you to see the Dashboard page. This permission is required for all roles. You cannot log in without it;
Can edit the Administrative Panel. does not currently provide any benefits;
Can see Lead Generation Tools. Allows you to enter the Lead Generation Tools page;
Can edit Lead Generation Tools. Allows you to create, edit and delete LGT;
Can see Orders and Sales. Allows you to enter the Orders and Sales page;
Can edit Orders and sales. Does not currently provide any benefits;
Can see User Information. Allows you to enter the User Management section;
Can edit User Information. Allows you to add and edit users in the User Management section;
Can see Channel Settings. Allows you to enter the Traffic Channels and Business page in the settings;
Can edit Channel Settings. Allows you to add and reconnect channels (bots);
Can see Information about payment systems. Allows you to enter the Payment System page;
Can edit Information about payment systems. Allows you to connect payment systems;
Can see Standard messages. Allows you to see the default message section of the AI Support menu;
Can edit Standard messages. Allows you to create, edit and delete default messages;
Can see the Answer Base. Allows you to enter the answer database section of the AI Support menu;
Can edit the Answer Base. Allows you to create, edit and delete answers in the database;
Can see Account Information. Allows you to open user cards. Don't forget to give access to at least one page from where you can open the card, for example the CRM page;
Can edit Account Information. Allows you to edit information about clients in cards and change their statuses;
Can administer Roles. Allows you to create, edit and delete roles;
Can see Company Information. Allows you to enter the company information settings;
Can edit Company Information. Allows you to change company information.
Can see company credit cards
Can edit Company Credit Cards
Can see Billing Information
Can edit Billing Information
Can see company offers
Can edit Company Proposals
Can see phone connections
Can edit Phone connections
Can Call subscriber
Can download call recording
Can see Sales Plans
Can edit Sales Plans
Can see Token for API
Can edit API Token
Can export to CSV
Can see Reports
Can create Reports
Can see Membership
Can edit Membership
Can be added to the Sales Plan
Can manage Users
View privacy policy
Can edit the Privacy Policy
Can view Variables
Can edit Variables
Can see Tag Settings
Can edit Tag Settings
Can view Role Settings. Allows you to enter the Create Roles section.