In your personal account you can change permissions for employees: access to view and edit chats, analytics.
How to set up access
1. Click on the Selected сompany tab in the left menu.
2. Click on the Employees tab.
3. In the Roles section, click on the one in which you want to change the access settings.
In the pop-up window, you can edit the employees connected to the role. Enable or disable the following options:
This tab displays a list of lines connected to the company. You can allow access to an employee to all lines, select several or only one.
You can answer the client using special pre-made answers. However, if there are many such answers, and the employee has to spend time searching for the right one, the answer will not be quick already. Therefore, for each category of workers (roles), include a separate package of answers, and remove the rest from the list. It is also possible to allow editing answers.
In this tab, you can provide full or partial access to chats, allow to send messages, as well as the ability of an employee to assign responsibility. Click Settings to see advanced settings.
At the very bottom, you can change additional settings.
Set the sliders as shown in the screenshot so that the employee can see chat analytics and company data.
You can view the list of connected lines and the people responsible for communicating in lines in the ChatApp Dialog. You can do it this way:
- Click on the
button; - Select Employee and a status such as Responsible;
- Click on Line and select the required line.
