Roles
Different roles have different permissions.
Users with Admin role have all permissions to manage the workspace.
Users with Customer Service Manager and Customer Service Staff roles will have most permissions in the Inbox and Contacts sections. The differences between them are:
- Users with Customer Service Manager role will additionally have permissions on Broadcast and Automation, while Users with Customer Service staff role don't.
- Users with Customer Service Manager role can see all conversations, while users Customer Service staff role can only view conversations that are assigned to them and unassigned.
Users with Marketing Manager and Marketing Staff roles will have most permissions in Broadcast and Automation sections. The differences are:
- Users with Marketing Manager role will additionally have permissions on Inbox and Contacts while users with Marketing Staff role don't
Permissions | 管理員(Admin) | 客服經理(Customer Service Manager) | 客服人員(Customer Service Staff) | 行銷经理(Marketing Manager) | 行銷人員(Marketing Staff) |
---|---|---|---|---|---|
View Inbox | ✅ | ✅ All | ✅ "Assign to me" and "Unassigned" | ✅ All | |
Reply conversations | ✅ | ✅ | ✅ | ✅ | |
Assign coversations | ✅ | ✅ | ✅ | ||
View contacts | ✅ | ✅ All | ✅ "Assign to me" and "Unassigned" | ✅ All | |
Edit contacts | ✅ | ✅ | ✅ | ✅ | |
Export contacts | ✅ | ||||
Bulk edit contacts | ✅ | ||||
Broadcast | ✅ | ✅ | ✅ | ✅ | |
Automation | ✅ | ✅ | ✅ | ✅ | |
Onboard channels | ✅ | ||||
Invite users | ✅ | ||||
Billings | ✅ |