🔑Permissions: list and description

Permission group
Permissions
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Edit

Conversations

Conversations access

Access to the Conversations tab with all functionality available on this tab, except that restricted by other permissions in the Conversations section.

Conversations search

Access to full-text search on the Conversations tab

Conversations voice recording access

Access the call recording feature in the dialog details of an open Conversation

Contacts

Contacts list access

Access to the Contacts tab with the ability to view information about already created contacts.

Ability to create and edit contacts, add tags, custom attributes, and notes to contacts.

Contacts merge

Access the contact merge feature

Reports

Agent Status

Access to the Agent Status online report

Agent Overview

Access to the Agent Overview online report

Inbox Overview

Access to the Inbox Overview online report

Team Overview Summary

Access to the historical Team Overview Sum report

Agent Availability Summary

Access to the historical Agent Availability Sum report

Agent CSAT Summary

Access to the historical Agent CSAT Sum report

Agent Availability Detail

Access to the historical Agent Availability Detail report

CSAT Detail

Access to the historical CSAT Detail report

Dialog Detail

Access to the historical Dialogs Detail report

Message Detail

Access to the historical Messages Detail report

Tag Detail

Access to the historical Tags Detail report

Campaigns

Campaigns access

Access to the Campaigns > Campaigns tab with the ability to view information on already created campaigns

Ability to create, edit, change status, and delete campaigns

Contact list

Access to the Campaigns > Lists tab with the ability to view information on already created contact lists

Ability to create, edit, and delete contact lists

Dialer setting

Access to the Campaigns > Dialer tab Settings

Ability to edit dialer settings.

Attempt control

Access to the Campaigns tab > Attempt Control with the ability to view information on already created attempt controls

Ability to create, edit, and delete attempt control.

Agents

Agents access

Access to the Settings > Agents section with the ability to view information on already created agents.

Ability to create, edit, activate/deactivate, and delete agents.

Teams

Teams access

Access to the Settings > Teams section with the ability to view information on already created teams.

Ability to create, edit, and delete teams.

Teams members

Access to the Members tab when editing a team with the ability to view information on which agents are part of the team.

Ability to edit the list of agents added to the team.

Inboxes

Inboxes access

Access to the Settings > Inboxes section with the ability to view information on already created inboxes.

Ability to create, edit, and delete inboxes

Inboxes members

Access to the Agents tab when editing an inbox with the ability to view information on which agents are part of the inbox.

Ability to edit the list of agents added to the inbox.

Skills

Skills access

Access to the Settings > Skills section with the ability to view information on already created skills.

Ability to create, edit, and delete skills.

Roles&Permissions

Roles & Permissions access

Access to the Settings > Roles & Permissions section with the ability to view information on already created roles.

Ability to create, edit, copy, and delete roles.

Roles members

Access to the Users tab when editing a role with the ability to view information on which users are part of the role.

Ability to edit the list of users added to the role.

Labels

Labels access

Access to the Settings > Labels section with the ability to view information on already created labels.

Ability to create, edit, and delete labels.

Custom Attributes

Custom Attributes access

Access to Settings > Custom Attributes tab to view information about already created custom attributes.

Ability to create, edit, and delete custom attributes.

Calendars

Calendars access

Access to Settings > Calendars tab to view information about already created calendars.

Ability to create, edit, copy, and delete calendars.

ChatBots

Chatbots access

Access to Settings > Chatbots tab to view information about already created chatbots.

Ability to create, edit, copy, and delete chatbots.

Automation

Automation Rules access

Access to Settings > Automation tab to view information about already created automation rules.

Ability to create, edit, activate/deactivate, and delete automation rules.

Macros

Macros access

Access to Settings > Macros > Macros tab to view information about already created macros.

Ability to create, edit, and delete macros.

Macros Libraries

Access to Settings > Macros > Libraries tab to view information about already created macro libraries.

Ability to create, edit, and delete macro libraries.

Canned Responses

Canned Responses access

Access to Settings > Canned Responses > Canned Responses tab to view information about already created canned responses.

Ability to create, edit, and delete canned responses.

Canned Responses Libraries

Access to Settings > Canned Responses > Libraries tab to view information about already created libraries of canned responses.

Ability to create, edit, and delete libraries of canned responses.

Wrap-Up Codes

Wrap-up Codes access

Access to Settings > Wrap-Up Codes tab to view information about already created wrap-up codes.

Ability to create, edit, and delete wrap-up codes.

Integrations

Webhook access

Access to Settings > Integrations > Webhooks tab to view information about already created webhooks.

Ability to create, edit, and delete webhooks.

Dashboard Apps access

Access to Settings > Integrations > Dashboard Apps tab to view information about already created dashboard apps.

Ability to create, edit, and delete dashboard apps.

AI access

Access to Settings > Integrations > AI tab to view information about the already created AI provider connection.

Ability to set up connection to the AI provider.

Profile

Profile notifications access

Access to Settings > Notifications tab to view profile notification settings.

Ability to change profile notification settings.

Account Settings

Account Settings access

Access to Settings > Account Settings > General Settings, Conversations, Analytics tabs.

Ability to change settings on Settings > Account Settings > General Settings, Conversations, Analytics tabs.

Buttons access

Access to Settings tab > Account Settings > Buttons

Ability to create, edit, show/hide, and delete buttons

Substatuses access

Access to Settings tab > Account Settings > Substatuses

Ability to create, edit, activate/deactivate, and delete substatuse

Global notifications access

Access to Settings tab > Account Settings > Notifications

Ability to change global notification settings

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