Permissions control

【邦妮小提醒】此為「付費版」功能

Do you remember that in the article “Bot Settings” the helper taught you about “Co-editor Settings”? When multiple people are required to collaborate on editing and view the bot’s backend status and data together, press the “Add Editor” button to easily invite partners to co-manage the bot.

You can set functions corresponding to the six editing roles to flexibly respond to various needs and conditions when collaborating among many people. That way, everyone can manage the bot more systematically. Those roles are: Admins, Editors, Analysts, Testers, Customer Manager, Customer Agent. Allows you to choose different permission roles when sending out co-editing invitations.

角色權限設定
Role permissions settings

Introduction to the six types of permission roles

As long as you have “Manage Co-Editing Members” permissions, members can edit the permissions of the following roles. From Bot Settings, go to the “Co-Editing Settings” tab and click “Role Permission Settings” in the upper right corner to set six role permissions.

With the exception of the admin, who can use all editing functionality by default, you can adjust the permission content for the other five roles. All permissions are divided into three categories: Bot Content, Customer Service Related, Bot Settings.

任意設定每個角色所搭配的功能
Set the functions of each role as needed

Introduction to preset functions

If you do not need to adjust the permissions of individual roles according to need, you can just use the preset system editing permissions for each role, which are described below.

1. Admin

Able to view all pages of the bot operating platform and perform all functional operations. You can invite, remove, and modify the co-editing members and roles.

2. Editor

Able to view all pages of the bot operating platform. You cannot delete bots, invite, remove, or modify co-editing members. With the exception of the restrictions above, you can perform all other functions.

3. Analyst

Able to view all pages of the bot operating platform, and cannot perform any functional operations or modifications, but viewing is allowed.

4. Tester

You cannot view the pages of “Analysis” and “Audience.” With the exception of the above restrictions, you can view other pages of the bot operating platform. Cannot perform any functional operations or modifications.

5. Customer Manager

The default function allows viewing and replying to all customer service messages, and users are assigned to customer service specialists. Able to view all the pages of the bot operating platform. With the exception of the Live Chat page, cannot perform any functional operations or modifications, but viewing is allowed

You can click on the customer service message and select the person to assign from the drop-down menu on the upper left

6. Customer Agent

By default, the system only allows viewing and replying to the customer service messages assigned by the customer manager, and does not allow assigning customer service messages to other customer agents. Able to view all the pages of the bot operating platform. With the exception of the Live Chat page, cannot perform any functional operations or modifications, but viewing is allowed

You can filter out the customer service messages assigned to you in the “All Agents” drop-down menu, and then you can view and reply

Congratulations! You’ve learned how to use permissions control!

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