πŸ‘©β€πŸ’»Permissions for standard roles

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Administrator

Users with the Administrator role have the following permissions:

Permission group
Permissions
View
Edit

Conversations

Conversations access

βœ”οΈ

Conversations search

βœ”οΈ

Conversations voice recording access

βœ”οΈ

Contacts

Contacts list access

βœ”οΈ

βœ”οΈ

Contacts merge

βœ”οΈ

Reports

Agent Status

βœ”οΈ

Agent Overview

βœ”οΈ

Inbox Overview

βœ”οΈ

Team Overview Summary

βœ”οΈ

Agent Availability Summary

βœ”οΈ

Agent CSAT Summary

βœ”οΈ

Agent Availability Detail

βœ”οΈ

CSAT Detail

βœ”οΈ

Dialog Detail

βœ”οΈ

Message Detail

βœ”οΈ

Tag Detail

βœ”οΈ

Campaigns

Campaigns access

βœ”οΈ

βœ”οΈ

Contact list

βœ”οΈ

βœ”οΈ

Dialer setting

βœ”οΈ

βœ”οΈ

Attempt control

βœ”οΈ

βœ”οΈ

Agents

Agents access

βœ”οΈ

βœ”οΈ

Teams

Teams access

βœ”οΈ

βœ”οΈ

Teams members

βœ”οΈ

βœ”οΈ

Inboxes

Inboxes access

βœ”οΈ

βœ”οΈ

Inboxes members

βœ”οΈ

βœ”οΈ

Skills

Skills access

βœ”οΈ

βœ”οΈ

Roles&Permissions

Roles & Permissions access

βœ”οΈ

βœ”οΈ

Roles members

βœ”οΈ

βœ”οΈ

Labels

Labels access

βœ”οΈ

βœ”οΈ

Custom Attributes

Custom Attributes access

βœ”οΈ

βœ”οΈ

Calendars

Calendars access

βœ”οΈ

βœ”οΈ

ChatBots

Chatbots access

βœ”οΈ

βœ”οΈ

Automation

Automation Rules access

βœ”οΈ

βœ”οΈ

Macros

Macros access

βœ”οΈ

βœ”οΈ

Macros Libraries

βœ”οΈ

βœ”οΈ

Canned Responses

Canned Responses access

βœ”οΈ

βœ”οΈ

Canned Responses Libraries

βœ”οΈ

βœ”οΈ

Wrap-Up Codes

Wrap-up Codes access

βœ”οΈ

βœ”οΈ

Integrations

Webhook access

βœ”οΈ

βœ”οΈ

Dashboard Apps access

βœ”οΈ

βœ”οΈ

AI access

βœ”οΈ

βœ”οΈ

Profile

Profile notifications access

βœ”οΈ

βœ”οΈ

Account Settings

Account Settings access

βœ”οΈ

βœ”οΈ

Buttons access

βœ”οΈ

βœ”οΈ

Substatuses access

βœ”οΈ

βœ”οΈ

Global notifications access

βœ”οΈ

βœ”οΈ

Supervisor

Users with the Supervisor role have the following permissions:

Permission group
Permissions
View
Edit

Conversations

Conversations access

βœ”οΈ

Conversations search

βœ”οΈ

Conversations voice recording access

βœ”οΈ

Contacts

Contacts list access

βœ”οΈ

βœ”οΈ

Contacts merge

βœ”οΈ

Reports

Agent Status

βœ”οΈ

Agent Overview

βœ”οΈ

Inbox Overview

βœ”οΈ

Team Overview Summary

βœ”οΈ

Agent Availability Summary

βœ”οΈ

Agent CSAT Summary

βœ”οΈ

Agent Availability Detail

βœ”οΈ

CSAT Detail

βœ”οΈ

Dialog Detail

βœ”οΈ

Message Detail

βœ”οΈ

Tag Detail

βœ”οΈ

Campaigns

Campaigns access

βœ”οΈ

βœ”οΈ

Contact list

βœ”οΈ

βœ”οΈ

Dialer setting

βž–

βž–

Attempt control

βœ”οΈ

βœ”οΈ

Agents

Agents access

βœ”οΈ

βœ”οΈ

Teams

Teams access

βœ”οΈ

βœ”οΈ

Teams members

βœ”οΈ

βœ”οΈ

Inboxes

Inboxes access

βž–

βž–

Inboxes members

βœ”οΈ

βœ”οΈ

Skills

Skills access

βœ”οΈ

βœ”οΈ

Roles&Permissions

Roles & Permissions access

βž–

βž–

Roles members

βž–

βž–

Labels

Labels access

βœ”οΈ

βœ”οΈ

Custom Attributes

Custom Attributes access

βž–

βž–

Calendars

Calendars access

βž–

βž–

ChatBots

Chatbots access

βž–

βž–

Automation

Automation Rules access

βž–

βž–

Macros

Macros access

βœ”οΈ

βœ”οΈ

Macros Libraries

βœ”οΈ

βœ”οΈ

Canned Responses

Canned Responses access

βœ”οΈ

βœ”οΈ

Canned Responses Libraries

βœ”οΈ

βœ”οΈ

Wrap-Up Codes

Wrap-up Codes access

βœ”οΈ

βœ”οΈ

Integrations

Webhook access

βž–

βž–

Dashboard Apps access

βž–

βž–

AI access

βž–

βž–

Profile

Profile notifications access

βœ”οΈ

βœ”οΈ

Account Settings

Account Settings access

βž–

βž–

Buttons access

βž–

βž–

Substatuses access

βž–

βž–

Global notifications access

βž–

βž–

Agent

Users with the Agent role have the following permissions:

Conversations

Conversations access

βœ”οΈ

Conversations search

βœ”οΈ

Conversations voice recording access

βž–

Contacts

Contacts list access

βœ”οΈ

βœ”οΈ

Contacts merge

βœ”οΈ

Reports

Agent Status

βž–

Agent Overview

βž–

Inbox Overview

βž–

Team Overview Summary

βž–

Agent Availability Summary

βž–

Agent CSAT Summary

βž–

Agent Availability Detail

βž–

CSAT Detail

βž–

Dialog Detail

βž–

Message Detail

βž–

Tag Detail

βž–

Campaigns

Campaigns access

βž–

βž–

Contact list

βž–

βž–

Dialer setting

βž–

βž–

Attempt control

βž–

βž–

Agents

Agents access

βž–

βž–

Teams

Teams access

βž–

βž–

Teams members

βž–

βž–

Inboxes

Inboxes access

βž–

βž–

Inboxes members

βž–

βž–

Skills

Skills access

βž–

βž–

Roles&Permissions

Roles & Permissions access

βž–

βž–

Roles members

βž–

βž–

Labels

Labels access

βž–

βž–

Custom Attributes

Custom Attributes access

βž–

βž–

Calendars

Calendars access

βž–

βž–

ChatBots

Chatbots access

βž–

βž–

Automation

Automation Rules access

βž–

βž–

Macros

Macros access

βœ”οΈ

βœ”οΈ

Macros Libraries

βœ”οΈ

βœ”οΈ

Canned Responses

Canned Responses access

βœ”οΈ

βœ”οΈ

Canned Responses Libraries

βœ”οΈ

βœ”οΈ

Wrap-Up Codes

Wrap-up Codes access

βž–

βž–

Integrations

Webhook access

βž–

βž–

Dashboard Apps access

βž–

βž–

AI access

βž–

βž–

Profile

Profile notifications access

βœ”οΈ

βœ”οΈ

Account Settings

Account Settings access

βž–

βž–

Buttons access

βž–

βž–

Substatuses access

βž–

βž–

Global notifications access

βž–

βž–

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