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Efficient Task Assignment and Management for Your Team

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.

Member status​

When you invite teammates to join your organization, they can have one of the following statuses:

  • Invited: This status indicates that your teammate hasn't created an account yet. We sent them an email invitation to join your organization. You can resend or revoke the invitation by clicking on the ⋮ icon.
  • Active: This status indicates that your teammate already has an active account in your organization. You can view their assigned conversations, performance, change their role, or suspend them by selecting the ⋮ icon.
  • Suspended: This status indicates that the member has been suspended and no longer has access to your organization. By selecting the ⋮ icon, you can change their role or reactivate their account.

Invite new member​

You can invite new members and assign them to different roles. Follow these steps to invite new members to your organization:

Step 1: Log in to your organization.

Step 2: On the left sidebar, navigate to the Settings section.

Step 3: Access the Members settings and click on the Invite members button at the top right corner.

Step 4: Enter the email address of your team member.

Step 5: Select the appropriate role for the member.

Step 6: Click the Invite button to send the invitation email to your team member immediately.

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.

This feature will be coming soon.