Understanding roles and permissions in Chative.IO
Understanding the different roles and specific permissions is essential for managing access and ensuring smooth coordination among team members.
Different roles and permissions
In Chative.IO, there are three main roles: Owner, Admin, and Agent. Each role comes with distinct responsibilities and permissions, enabling you to tailor access levels based on the needs of your team.
Owner
Owner is the one who created the organization. Each organization can only have one owner, which can not be changed.
As an owner, you will have full control over the platform. You can add your team members, assign specific roles, and suspend them when needed. You can manage billing, create channels & configure settings, and have access to all features and functionalities available in your current plan.
Admin
Admin has the same access and permissions as the owner, allowing them to invite, change roles, remove members, configure settings, and access all features available.
The difference between admin and owner is that an organization can have multiple admins, and the owner can modify admins as needed.
Agent
Agents are the members who interact with customers and handle conversations. As an agent, you have access to relevant features such as chat management, knowledge base, and workflow, as determined by the owner or admin.
In the Setting section, agents have access to Account, Customers, and Translation settings. Agents do not have access to certain settings such as Organization, Members, Channels, Conversations, Billing, and For developer settings.
Change role
The owner and admins can modify the roles of their team members. To change a member's role, please follow these steps:
Step 1: Go to the Members setting in your organization.
Step 2: Locate the member whose role needs to be changed.
Step 3: Click the ⋮ icon next to the member.
Step 4: Choose a new role for your teammate and click Confirm to save the changes.
Once you have updated the member's role, you will see their new role displayed in the Role column.
Suspend member
Owner and admin can suspend and activate members in Chative.IO. To suspend a member, please follow these steps:
Step 1: Go to the Members section in your organization.
Step 2: Locate the member you want to suspend.
Step 3: Click the ⋮ icon.
Step 4: Select Suspend to disable the member's access.
Reactivate a suspended member
Step 1: Go to the Members section.
Step 2: Find the suspended member.
Step 3: Click the ⋮ icon next to the member.
Step 4: Select Activate to restore the member's access.
Step 5: Save the changes to apply the activation.
Custom Groups & Permissions
The owner and admins can assign specific roles, customize access, and group specialized members according to their organization's unique needs.
Want to adjust agent permissions? Read this article to learn how.