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Permissions permissions

Last update: Tue Sep 03 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

There are five default profiles with predefined permissions you can edit in Dynamic Chat. You can also create a custom profile with a custom set of permissions. Let’s go over both.

Edit Existing Permissions edit-existing-permissions

  1. In the , click Dynamic Chat.

  2. In the Product profiles tab, select the profile you want to edit. In this example, we’re choosing Live Agent.

  3. Click the Permissions tab.

  4. Select the area of the profile you want to edit. In this example, we’re choosing Live Chat. Click the pencil icon.

  5. Available permission items are listed on the left. You can choose to add permissions one by one, or all at once. Click the + sign.

    note note
    NOTE
    Enabling Auto-include will add all permission items to the included list. When new permission items become available, they’ll automatically be included for that product profile.

  6. Click Save.

You can now repeat this process for any/all other Dynamic Chat areas.

Create a Profile create-a-profile

  1. In the , click Dynamic Chat.

  2. In the Product profiles tab, click New profile.

  3. Name your product profile. Optionally, you can give it a display name and/or description, and choose to have users notified when they’re added/removed. Click Save when done.

  4. Your new profile will appear in the Product profiles tab. Select it.

  5. Now follow steps 3-6 from the section above for each desired area.

List of Permissions list-of-permissions

Below you’ll find a list of all available permissions for each area.

Dynamic Chat Area
Permissions
Conversations Management

  • View Dialogues

  • Manage Dialogues (create, delete)

  • Publish Dialogues

  • View Conversational Flows

  • Manage Conversational Flows (create, delete)

  • Publish Conversational Flows

Live Chat

  • View My Conversations

  • View All Conversations

Meetings
  • Manage All Meetings
Analytics

  • View Global Performance Reports

  • View Live Chat Reports

  • View Meetings Reports

  • Export Reports

Agent Settings

  • Manage Live Chat Availability

  • Connect Your Calendar

  • Manage Calendar Availability

Admin Settings

  • View Round-robin

  • View Custom Rules

  • Manage Custom Rules (add, edit, delete)

  • View Account List *

  • Manage Accounts (add, edit, delete) *

  • Manage Chatbot Settings

  • Manage Conversational Flows Settings

  • Manage Privacy and Security

  • Manage Integrations

  • Manage Agents

  • View Agent Teams *

  • Manage Agent Teams (add, edit, delete) *

* Currently only available to Dynamic Prime users

Default Profile Permissions default-profile-permissions

Below are the five default profiles and the permissions that are enabled by default.

Profile
Default Permissions
Marketing User

Conversations Management

  • View Dialogues

  • Manage Dialogues (create, delete)

  • Publish Dialogues

  • View Conversational Flows

  • Manage Conversational Flows (create, delete)

  • Publish Conversational Flows

Live Chat

  • n/a

Meetings

  • n/a

Analytics

  • View Global Performance Reports

  • View Live Chat Reports

  • View Meetings Reports

Agent Settings

  • n/a

Admin Settings

  • View Round-robin

  • View Custom Rules

  • View Account List *

  • View Agent Teams *

Live Agent

Conversations Management

  • View Dialogues

  • View Conversational Flows

Live Chat

  • View My Conversations

Meetings

  • n/a

Analytics

  • View Global Performance Reports

  • View Live Chat Reports

  • View Meetings Reports

Agent Settings

  • Manage Live Chat Availability

  • Connect Your Calendar

  • Manage Calendar Availability

Admin Settings

  • View Round-robin

  • View Custom Rules

  • View Account List *

  • View Agent Teams *

Calendar Agent

Conversations Management

  • View Dialogues

  • View Conversational Flows

Live Chat

  • n/a

Meetings

  • n/a

Analytics

  • View Global Performance Reports

  • View Live Chat Reports

  • View Meetings Reports

Agent Settings

  • Connect Your Calendar

  • Manage Calendar Availability

Admin Settings

  • View Round-robin

  • View Custom Rules

  • View Account List *

  • View Agent Teams *

Marketing Admin

Conversations Management

  • View Dialogues

  • Manage Dialogues (create, delete)

  • Publish Dialogues

  • View Conversational Flows

  • Manage Conversational Flows (create, delete)

  • Publish Conversational Flows

Live Chat

  • n/a

Meetings

  • n/a

Analytics

  • View Global Performance Reports

  • View Live Chat Reports

  • View Meetings Reports

  • Export Reports

Agent Settings

  • n/a

Admin Settings

  • View Round-robin

  • View Custom Rules

  • Manage Custom Rules (add, edit, delete)

  • View Account List *

  • Manage Accounts (add, edit, delete) *

  • Manage Chatbot Settings

  • Manage Conversational Flows Settings

  • Manage Privacy and Security

  • Manage Integrations

  • View Agent Teams *

Sales Admin

Conversations Management

  • View Dialogues

  • View Conversational Flows

Live Chat

  • View My Conversations

  • View All Conversations

Meetings

  • Manage All Meetings

Analytics

  • View Global Performance Reports

  • View Live Chat Reports

  • View Meetings Reports

  • Export Reports

Agent Settings

  • Manage Live Chat Availability

  • Connect your Calendar

  • Manage Calendar Availability

Admin Settings

  • View Round-robin

  • View Custom Rules

  • Manage Custom Rules (add, edit, delete)

  • View Account List *

  • Manage Accounts (add, edit, delete) *

  • Manage Agents

  • View Agent Teams *

  • Manage Agent Teams *

* Currently only available to Dynamic Prime users

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