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Roles

Different roles have different permissions.

Generally,

  1. Admin has all permissions to manage the workspace

  2. Customer Service Mgr and Customer Service Staff will have most permissions in Inbox and Contacts sections. The differences between them are:

  • CS Mgr will additionally have permissions on Broadcast and Automation while CS staff don't have them.
  • CS Mgr can see all conversations, while CS staff can only view conversations that are assigned to "mine" and unassigned.
  1. Marketing Mgr and Marketing Staff will have most permissions in Broadcast and Automation sections. The differences are:
  • Marketing Mgr will additionally have permissions on Inbox and Contacts while Marketing Staff don't have them
Permissions管理員(Admin)主管(Manager)客服經理(Customer Service Mgr)客服人員(Customer Service Staff)行銷经理(Marketing Mgr)行銷人員(Marketing Staff)
Inbox View✅  All✅ "Assign to me "and "Unassigned"✅All
Inbox Reply
Inbox Assign
Contact View✅All✅"Assign to me "and "Unassigned"✅All
Contact Edit( including add tag)
Contact Export
Contact Bulk action(including add list)
Broadcast
Automation
Connect Channels
Invite users
Billings