👩‍💻Permissions for standard roles

Administrator

Users with the Administrator role have the following permissions:

Permission group
Permissions
View
Edit

Conversations

Conversations access

✔️

Conversations search

✔️

Conversations voice recording access

✔️

Contacts

Contacts list access

✔️

✔️

Contacts merge

✔️

Reports

Agent Status

✔️

Agent Overview

✔️

Inbox Overview

✔️

Team Overview Summary

✔️

Agent Availability Summary

✔️

Agent CSAT Summary

✔️

Agent Availability Detail

✔️

CSAT Detail

✔️

Dialog Detail

✔️

Message Detail

✔️

Tag Detail

✔️

Campaigns

Campaigns access

✔️

✔️

Contact list

✔️

✔️

Dialer setting

✔️

✔️

Attempt control

✔️

✔️

Agents

Agents access

✔️

✔️

Teams

Teams access

✔️

✔️

Teams members

✔️

✔️

Inboxes

Inboxes access

✔️

✔️

Inboxes members

✔️

✔️

Skills

Skills access

✔️

✔️

Roles&Permissions

Roles & Permissions access

✔️

✔️

Roles members

✔️

✔️

Labels

Labels access

✔️

✔️

Custom Attributes

Custom Attributes access

✔️

✔️

Calendars

Calendars access

✔️

✔️

ChatBots

Chatbots access

✔️

✔️

Automation

Automation Rules access

✔️

✔️

Macros

Macros access

✔️

✔️

Macros Libraries

✔️

✔️

Canned Responses

Canned Responses access

✔️

✔️

Canned Responses Libraries

✔️

✔️

Wrap-Up Codes

Wrap-up Codes access

✔️

✔️

Integrations

Webhook access

✔️

✔️

Dashboard Apps access

✔️

✔️

AI access

✔️

✔️

Profile

Profile notifications access

✔️

✔️

Account Settings

Account Settings access

✔️

✔️

Buttons access

✔️

✔️

Substatuses access

✔️

✔️

Global notifications access

✔️

✔️

Supervisor

Users with the Supervisor role have the following permissions:

Permission group
Permissions
View
Edit

Conversations

Conversations access

✔️

Conversations search

✔️

Conversations voice recording access

✔️

Contacts

Contacts list access

✔️

✔️

Contacts merge

✔️

Reports

Agent Status

✔️

Agent Overview

✔️

Inbox Overview

✔️

Team Overview Summary

✔️

Agent Availability Summary

✔️

Agent CSAT Summary

✔️

Agent Availability Detail

✔️

CSAT Detail

✔️

Dialog Detail

✔️

Message Detail

✔️

Tag Detail

✔️

Campaigns

Campaigns access

✔️

✔️

Contact list

✔️

✔️

Dialer setting

Attempt control

✔️

✔️

Agents

Agents access

✔️

✔️

Teams

Teams access

✔️

✔️

Teams members

✔️

✔️

Inboxes

Inboxes access

Inboxes members

✔️

✔️

Skills

Skills access

✔️

✔️

Roles&Permissions

Roles & Permissions access

Roles members

Labels

Labels access

✔️

✔️

Custom Attributes

Custom Attributes access

Calendars

Calendars access

ChatBots

Chatbots access

Automation

Automation Rules access

Macros

Macros access

✔️

✔️

Macros Libraries

✔️

✔️

Canned Responses

Canned Responses access

✔️

✔️

Canned Responses Libraries

✔️

✔️

Wrap-Up Codes

Wrap-up Codes access

✔️

✔️

Integrations

Webhook access

Dashboard Apps access

AI access

Profile

Profile notifications access

✔️

✔️

Account Settings

Account Settings access

Buttons access

Substatuses access

Global notifications access

Agent

Users with the Agent role have the following permissions:

Conversations

Conversations access

✔️

Conversations search

✔️

Conversations voice recording access

Contacts

Contacts list access

✔️

✔️

Contacts merge

✔️

Reports

Agent Status

Agent Overview

Inbox Overview

Team Overview Summary

Agent Availability Summary

Agent CSAT Summary

Agent Availability Detail

CSAT Detail

Dialog Detail

Message Detail

Tag Detail

Campaigns

Campaigns access

Contact list

Dialer setting

Attempt control

Agents

Agents access

Teams

Teams access

Teams members

Inboxes

Inboxes access

Inboxes members

Skills

Skills access

Roles&Permissions

Roles & Permissions access

Roles members

Labels

Labels access

Custom Attributes

Custom Attributes access

Calendars

Calendars access

ChatBots

Chatbots access

Automation

Automation Rules access

Macros

Macros access

✔️

✔️

Macros Libraries

✔️

✔️

Canned Responses

Canned Responses access

✔️

✔️

Canned Responses Libraries

✔️

✔️

Wrap-Up Codes

Wrap-up Codes access

Integrations

Webhook access

Dashboard Apps access

AI access

Profile

Profile notifications access

✔️

✔️

Account Settings

Account Settings access

Buttons access

Substatuses access

Global notifications access

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