Role of your members
Permissions
Once you’ve invited your teammates, you need to assign roles to them. Custom roles enable you to define agents' responsibilities, so they align with your organizational structure and workflow.
Understanding the role
ChativeIO offers four different roles: owner, admin, agent, and automation agent. Each role is permitted to access different features and functionalities:
Owner
Owner is the one who created the organization. They have full control over the platform. They can add new members and ban them when needed. Each organization can only have one person assigned as the owner at a time. Ownership can be changed in the Subscription section. When you give up ownership, you become an admin.
Admins
Admins have access to all the features in the platform. Like the owner, they can invite and ban teammates. Furthermore, they can add or remove other admin when they need.
Agents
The agent is the most basic role in the ChativeIO system. This role won't have full access like Owner and Admin, but it can access basic features to support customers. There are two types of agents in our system that you can add your teammates, which are:
Please check out the table below for more detail on which features they can access and its limitation:
| Features | Agent | Admin/Owner |
|---|---|---|
| Dashboard | Full access | Full access |
| Inbox | Full access | Full access |
| CRM | Full access | Full access |
| Contact Profile | Full access | Full access |
| Report | Full access | Full access |
| Agent | View only | Full access |
| Channels | - | Full access |
| Setting | Account profile only | Full access |
| Translation | Full access | Full access |
| Billing | - | Full access |
| Addons | - | Full access |
Note: In one organization, you can only have one Owner with multiple Admins, Automation Agents, and Agents.
Changing the role of your members
Owners and admins can change the roles of their team members. To do so, please follow the below steps:
Step 1: Go to the Members section.
Step 2: Click the ⋮ icon of the person whose role needs to be changed.
Step 3: Choose a new role for your teammate then click confirm to finish.
After changing your member's role, their new role will be shown in the Role column.
Custom Permissions
This feature is coming soon!
Groups
This feature is coming soon!