Roles and their settings

Upon registration, the user profile is assigned the role of Chief Administrator with the right to create roles in Projects based on the needs of the Organization. Roles are created to delineate authority. They define rights and access levels to functionality and organizational structure. For example, the "Operator" role grants access to chats, while the "Manager" role assigns responsibilities. Roles are created for each Organization Project and assigned to its employees. How to create and configure roles? Creating a role

In the left sidebar of the Project page, click on the "Employees" section.

The "Roles" section will display all existing Project roles created by the Organization's Chief Administrator.

Click the "Role" button to create and configure a new one.

Fill in the fields and set the required parameters:

1) Select the role display icon and its color. 2) Enter a unique role name. 3) Click on the "Lines" field and in the drop-down list, select the Project lines to which this role will have access. 4) Click on the "Quick Replies" field and use the toggle to select whether the role has the right to edit quick replies. 5) Click on the "Chats" field to set access rights to chats and permitted actions in them. To do this, move the sliders to the right position opposite the permissions you want to allocate for this role.

a) The slider in the "Full access to chats" field enables all rights for the role.

b) In the "Reading", "Sending messages" and "Responsible" fields, you can enable full rights using the slider or set them selectively by clicking the "Configure" button and enabling the desired rights using the sliders.

6) Click the "Done" button.

To complete the role creation and configuration, click the "Save" button.

Create the following roles for the Project in a similar manner. They will appear in the Roles section of the Project page.

Editing a role

In the left sidebar of the Project page, click on the "Employees" section.

Click on the icon of the role you want to edit.
Change the fields and rights you need and Click on the "Save" button.

To delete a role, click the "Delete role" button. Dialogue levels To work effectively in Dialogs.Pro, it's essential that dialogs be assigned to specific roles. This is achieved through levels. By adding a role to a level, dialogs can be assigned to specific departments within the organization, with the responsible employee selected within each department. Either an entire department or just a portion of it can be assigned to a level.

In the left sidebar of the Project page, click on the "Employees" section.

The "Dialogue Levels" section will display the number of levels existing in the Project.

Click the "Configure" button to create and configure a new level.

By moving the slider, create as many levels as there are roles created.

Specify the role for each level.

4.Click the "Save" button. To delete levels, click the "Delete Levels" button. You can reconfigure dialog levels at any time by clicking the "Configure" button.