User roles
Overview
The user role assignment will determine what Webio's screen, the user can access within the Organization they are logged in.
A Role permission is a way of granting or denying access to a certain resource or operation in Webio based on the role of the user.
For example, in Webio, you can create different user roles and assign them the desired permissions such as creating Bots, Campaigns, Reports, etc.
This means that Role that has access to the Bots screen only, can performs actions such as creating and editing bots, however, the user will not be able to access other Webio Screens such as Campaigns or Insights, unless their Role has those permissions granted.
You can create new user roles or modify the settings of existing ones, all from the Roles section of your Organizations.
How to create new roles
- From the left hand side panel click SETTINGS then select ORGANIZATIONS.
- Select the Organization for which you want to create a new role then click EDIT.
- On the GENERAL SETTINGS page, scroll down until you find ROLES then click ADD NEW.
- Choose a name for your new role then click ADD.
- Check the boxes that correspond to the Webio Screen/s you want the users with this role to have access to:
- Organisations: able to update organisation settings and create new organisations.
- Campaigns: able to create, edit, upload data, suspend and resume campaigns.
- Conversations scripts: able to create, edit and delete bots.
- Conversations: able to view conversations, send messages and bots, manage conversations and download transcripts.
- Queue Manager: able to create, edit and delete queues.
- Users: able to create, delete, edit details, change organisation and role profile, set passwords and suspend/unsuspend users.
- Show insights: able to see reports and export data.
- Show propensities: able to see customer propensities on the Conversation Screen.
- Click SAVE
Your new role has now been added to the Organization roles list. When creating or editing the an users, you can now assign this new role.
How to edit user roles
- Select a role and click on EDIT to change its permissions.
Apply the desired changes then hit SAVE. Your role permissions have now been updated.
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