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Role

This page contains all the necessary information regarding the "Role" section of the BotPenguin platform.

Interactive Guide

What is the Roles Section?

The Roles section allows administrators to create custom permission sets that define what team members can view, modify, or delete across different areas of the BotPenguin platform. This helps enforce access control, data security, and workflow governance within your organization.

Benefits of the Roles Section

  1. Granular Access Control: Customize permissions for every team member based on function or hierarchy.

  2. Enhanced Security: Prevent unauthorized access to sensitive data or controls.

  3. Modular Permission Assignment: Easily manage Read, Write, and Delete access by section

Guidance Video

How to use the Roles Section?

  1. Click on the "Roles" panel to view and manage the roles you have created.

Roles

  1. Next, click on "Create Role" to start the process of creating a new role.

Roles

  1. Add “Name” and “Description” for your role.

  2. Assign Permissions: You can select the sections you want to allow or block users from accessing in this role.

Roles

  • Read: It grants users access to only view the selected section.

  • Write: It grants users access to make changes in the selected section.

  • Delete: It allows users to delete existing items within the selected section.

Let's illustrate this with an example in the Inbox —> Chats section:

  • Read Access: Users can view all chats across all chatbots but cannot edit or delete them.

  • Write Access: Users can view and edit any chat across all chatbots but cannot delete them.

  • Delete Access: Users can view and delete any chat across all chatbots but cannot edit them.

After giving the necessary permissions, proceed by clicking on "Create Role" located at the bottom.

Roles

Your role will be created.

  • Status: If the status of a role is "active", it can be assigned to any team member. If the role is “inactive”, it cannot be assigned to anyone.

  • Action: You can edit or delete any of the existing roles from here.

Roles

FAQ's

Can I assign multiple roles to a team member?

No, each team member can be assigned only one role at a time.

What happens if I deactivate a role already assigned to someone?

That role will become non-functional, and the user will lose access to assigned permissions.

Can I duplicate an existing role to create a similar one?

Currently, role duplication is not available. You must manually create a new role.

Is there a default admin role?

Yes, the platform includes a default admin role with full access.

How many roles can I create?

There is no hard limit — you can create as many roles as needed.

Can I assign roles to myself?

Yes, users with admin privileges can assign roles to themselves.

Can I track which role a team member is using?

Can I track which role a team member is using? Yes, the assigned role is displayed in the team member's profile under the “Teams” section.

Do permissions apply to integrations or just BotPenguin UI?

Permissions apply only to the in-platform UI and management capabilities.

Can a user with write access delete items?

No, delete access must be granted explicitly.

Where can I audit role changes?

Changes to roles are not yet reflected in audit logs but may be included in future updates.

If everything is correct and you are still unable to move forward, write to us at [email protected]. We will respond back within 48 business hours.

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