User roles

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

  1. From the left hand side panel click SETTINGS then select ORGANIZATIONS.                                                                                                                           
  1. Select the Organization for which you want to create a new role then click EDIT.

  1. On the GENERAL SETTINGS page, scroll down until you find ROLES then click ADD NEW.
  1. Choose a name for your new role then click ADD.
  2. Check the boxes that correspond to the Webio Screen/s you want the users with this role to have access to:
    1. Organisations: able to update organisation settings and create new organisations.
    2. Campaigns: able to create, edit, upload data, suspend and resume campaigns.
    3. Conversations scripts: able to create, edit and delete bots.
    4. Conversations: able to view conversations, send messages and bots, manage conversations and download transcripts.
    5. Queue Manager: able to create, edit and delete queues. 
    6. Users: able to create, delete, edit details, change organisation and role profile, set passwords and suspend/unsuspend users.
    7. Show insights: able to see reports and export data.
    8. Show propensities: able to see customer propensities on the Conversations Screen.
    9. Propensity studio: able to see customer entities on the Conversations Screen.
  1. 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.

    • Related Articles

    • Users

      Overview The following documentation covers the new UI. If you are looking for information regarding the old one, please visit the following link. The Users screen gives you control on all the Webio accounts (Users) belonging to your Organization and ...

    • Setup your Organization

      Overview To access the Organizations screen, from the navigation panel on the left-hand side, click on Settings, then Organizations; From here you can control your organization's settings and all your sub orgs. When you create a new organization or ...

    • Webio FAQ

      General Why can't I log to my Webio account? If you can't log to your Webio Account, try first to clear your internet browser cache and cookies or to log in from incognito window or a different internet browser (Make sure you are entering your ...

    • Logging into Webio for the first time

      Overview Once your Webio user account has been created you will receive an email with a link to set your password. If the email hasn't been received, check in your junk folder. Don't have a user account yet? Contact your administrator or email ...

    • How to create an Inbound Campaign

      Overview Set up a chat widget for your website, or simply provide your customers with a channel (SMS, WhatsApp, Messenger or Viber) they can reach out. Thanks to Inbound Campaigns, your Bots can greet visitors, answer questions, and guide them ...