New client permissions are broken out by product. New users must be requested through the school's Permissions Manager. The form can be found on the Permissions page. Once a new user account has been created, the Permissions Manager at the school can update the user's access.
Note: It is not required for the Permissions Manager to have "Administrator" access to features. The Permissions Manager may have the "Standard" or "Limited" role(s) and still be a Permissions Manager. The Permissions Manager role only provides access to the Permissions page.
For step-by-step instructions on how to update a users permissions, review the Adjusting User Permission Settings article.
Products
Chatbot Permissions
| Administrative | Standard | Limited | View Other Offices |
Analytics |  |  |  |  |
| User Feedback |
| View | 
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| Link to interactions | 
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Transcripts | |  |
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| Interactions |  |  |
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Knowledge base: General Library |
View | 
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View Analytics
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| Link to Interactions (from Analytics tab) | 
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Edit (including Libraries & Categories) | 
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Add/Edit Clarifying Question
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Remove | 
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Content
Locking | 
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Knowledge base: Custom Questions |
View | 
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| View Analytics | 
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Link to Interactions (from Analytics tab)
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Edit (including Libraries & Categories) | 
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Add/Edit Clarifying Question
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Delete | 
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Content
Locking | |
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| Knowledge base: Clarifying Questions |
View
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| Edit/Create | 
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Delete
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Knowledge base: Question Templates |
View | 
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Edit (including Libraries & Categories) | 
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Add/Edit Clarifying Question
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Ignore | 
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Content
Locking |  |
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Knowledge base: Moderation Queue | 
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Knowledge base: Awaiting Review |
View | 
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Mark as Reviewed | 
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Delete | 
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Look & Feel |  |
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Behavior Settings |  |
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| Spiders |  |
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Variables |
| View |  |  |  |  |
| Edit/Create |  |  |
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Embedding |  |
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Integrations
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Applications | 
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Authentication Providers | 
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Service Providers | 
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| Quotas & Account |
Contract Limits |  |
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Live Chat Permissions
| Administrative | Standard | Limited | View Other Offices |
Active Conversations |
View | 
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Participate | 
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Who’s Online |
View | 
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Disable Agents | 
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Disable Office | 
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Analytics |
Dashboard - View | 
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*except Limited Users |
Dashboard/Missed Chats - Filter by Agent | 
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Missed Chats for self - View | 
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Missed Chats for all - View | 
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Missed Chats Agent Specific Panel - View | 
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Transcripts |
View Own | 
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View Others | 
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Mark as Read/Unread | 
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Canned Responses |
Edit | 
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Delete | 
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| Integrations |
| Applications | 
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| Quotas & Account |
| Contract Limits |  |
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Texting Permissions
| Administrative | Standard | Limited | View Other Offices |
| Create Content Button(top right of homepage) |
Create Campaign |  |  |
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Create 1:1 Text |  |  |
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| Launch/Archive Campaign |  |  |
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Inbox | 
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Campaign Analytics | 
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Active Campaigns |
Activity Page (View, Participate in Conversations) | 
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General Settings - View | 
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General Settings - Edit | 
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Campaign Content - Edit | 
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Contacts Page - View | 
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Analytics Page - View | 
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Archived Campaigns
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View | 
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Clone | 
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Phone Numbers *including Provision Phone Number | 
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Exception: Limited Users |
Transcripts |  | 
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Contact Management: Contacts |
View | 
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Contact Management: Contact Lists |
View | 
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Create/Edit/Clone | 
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Delete | 
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Contact Management: Opt-outs |
View | 
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Add | 
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Delete | 
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| Integrations |
| Applications | 
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| Authentication Providers |  |  |  |
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| Service Providers |  |  |  |
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| SFTP Users |  |
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Quotas & Account |
| Contract Limits | 
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| Permissions | Permissions Manager role only |
