🔐Roles & Permissions

List of roles

A role is a set of predefined permissions that correspond to a user's specific tasks in the system.

Each user is assigned one role, which determines their level of access to NovaTalks functionality.

The system has the following standard roles:

Find out what permissions each standard role includes 👉Role permissions

You can choose one of the standard, pre-configured roles or create your own.

To create a new Role/edit an existing one, select Add Role or Copy Existing/Edit Role.

Standard roles cannot be changed or deleted. You can only assign them to users.

The main settings show the Role Name and Description.

Permissions are individual access rights that can be assigned to a specific role to control system functionality.

There are two levels of permissions:

View - the user has access only to view the functionality, without the ability to make changes.
Edit - the user can both view and change the relevant functionality.

Find out what access each permission provides 👉Permissions: list and description

You can grant

access to an entire permission group (for example, Conversations), or
access to individual permissions within the group (for example, Conversations only).

If you assign a permission that depends on another permission, the system automatically adds all the necessary related permissions.

The list of users who have been assigned the current role. Here you can add new users to this role.

To change the role of a user who has already been assigned this role, go to:

settings of the role you want to assign;
or the profile of the corresponding agent in the list of users. More information - Create/Edit an Agent

Last updated 2 months ago