Role

How to create a new Role

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

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

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.

• 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.

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.