New client permissions are broken out by product. New users must be requested through the school's Permissions Manager. Please contact your Client Success Manager to obtain the form to submit new users. Once a new user account has been created, the Permissions Manager at the school can update the user's access. 


Please 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, check out the Adjusting User Permission Settings article. 


Product

Chatbot Permissions



Administrative

Standard

Limited

View Other Offices

Look & Feel




Behavior Settings




Analytics

Transcripts



General Library

View

Edit

*Including Libraries and Categories



Delete




Content Locking



Custom Questions

View

Edit

*Including Libraries and Categories



Delete




Content Locking




Question Templates

View

Edit

*Including Libraries and Categories



Delete




Content Locking


Moderation Queue



Awaiting Review

View



Mark as Reviewed



Delete




Integrations
Applications



Authentication Providers



Service Providers



Quotas & Account
Contract Limits


Live Chat Permissions


Administrative

Standard

Limited

View Other Offices

Active Conversations

View


Participate


Who’s Online

View

Disable Agents




Disable Office




Analytics

Dashboard - View


*except Limited Users

Dashboard/Missed Chats - filter by Agent




Missed Chats for self - View



Missed Chats for all - View




Missed Chats Agent Specific Panel - View




Transcripts

View Own



View Others




Mark as Read/Unread



Canned Responses

Edit

Delete




Integrations
Applications



Quotas & Account
Contract Limits




Texting (Campaigns) Permissions



Administrative

Standard

Limited

View Other Offices

Inbox


Analytics

Create Campaign



Create 1:1 Text



Launch/Archive Campaign



Active Campaigns

Activity Page (View, Participate in Conversations)

View General Settings

Edit General Settings



Edit Campaign Content



View Contacts Page

View Analytics Page

Archived Campaigns





View

Clone



Phone Numbers

*include Provision Phone Number


*Except Limited Users

Transcripts

 



Contacts

Opt-Out View


Edit



Delete




Contact Lists

View


Create/Edit/Clone



Delete




Opt-outs

View


Add



Delete




Integrations
Applications



Quotas & Account

Contract Limits