🔑Permissions: list and description
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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