Intro

Empower administrators to oversee teammates' access levels, restricting or enabling specific features and functions as needed. Let's explore how this tool optimizes team efficiency and security!

Steps

Access Team Settings

• On ChatDaddy page, navigate to the Settings tab.
• Within settings, locate the "Team" section.

Select Team Member

• You'll see a list of your team members. Tap on the specific teammate for whom you want to manage access.

Manage Access Roles

• Look for Manage Access located within the teammate's profile.
• Clicking this will display the available of different accesses.
• Roles:
  • Team Owner: Has full control over all team settings and member access.
  • Admin: Can access all functionalities but cannot manage the Team Owner role.
  • Agent: Can create and access to messages using message flows and keyword replies. They can only see chats assigned to them.
  • Editor: Can create and edit content (like messages and tags), but cannot delete everything. They also cannot view billing information.
  • Viewer: Can view most features. Does not have edit access.

Assign Role and Refresh

• Choose the appropriate role for the selected teammate from the available options.
• Once you've assigned the role, it's recommended to refresh the page to ensure the changes take effect.

Use Case

Role-Based Access Control (RBAC) lets you assign specific roles (Admin, Agent, Editor) based on job scopes.

Benefits:

• Efficient Workflow: Agents focus on inquiries, Editors manage templates, and Admins oversee operations – all with the right access.
• Enhanced Privacy: Limit access to sensitive customer data based on roles, fostering trust and security.

<aside> ❗ Please note:

1. If a teammate is removed from the team, it will take one hour for them to lose access entirely.

2. After this period, they won't be able to access the team anymore.

</aside>

Related FAQs & Articles

1. How to adjust team member access for channel?

• Add a Channel
  • Able to add a channel
• Read all available Channels
  • Able to access and read all the channels
• Delete a Channel
  • Able to delete a channel
• Update a Channel
  • Able to connect, disconnect, and manage advanced settings for a channel

2. How can I limit teammate to access contact’s personal information (hide phone number, email, and username)?

• On the Manage Access section, navigate to the Settings section and locate the Access Contact’s Personal Information and disable it.

3. Why I cannot assign the chat to my teammate?

• Please make sure the admin of your team have disable the access of “Read the members of your team” for your role.
• Please re-login the account and try again after complete the access.

Contact us: Global Customer Support