Access Summary by Role
Below, we present the detailed permissions matrix so you can make the best decisions when organizing your work structure:
Functionality | Representative | Supervisor | Administrator |
Conversations – All | Human Intervention Only | Allowed | Allowed |
Session assignment | Allowed | Allowed | Allowed |
Shared inbox* | Allowed | Allowed | Allowed |
Pipelines – view | Allowed | Allowed | Allowed |
Analytics (Metrics) | Allowed | Allowed | Allowed |
Leave feedback | No access | Allowed | Allowed |
Pipelines – create / edit | No access | Allowed | Allowed |
Contacts | No access | Allowed | Allowed |
Campaigns | No access | Allowed | Allowed |
Customize your Worker | No access | Allowed | Allowed |
Try now (Sandbox) | No access | Allowed | Allowed |
Integrations | No access | Allowed | Allowed |
Channels | No access | Allowed | Allowed |
Automation center | No access | Allowed | Allowed |
User management | No access | No access | Allowed |
Billing | No access | No access | Allowed |
*Note: Access to the Shared inbox is subject to the specific team settings.
