API

• Update private integrations for notifications API - Allows teammate to Update private integrations

• Read/Update API Web hooks - Allows teammate to read/update old API webhooks

LIVE EVENTS ACCESS

• Receive Live Events on this Team - Allow teammate to receive live events

Shop

PRODUCT

• Fetch all platform products - Allow teammate to read all products

• Create a platform product - Allow teammate to create products

• Update a platform product - Allow teammate to update pre-existing products

• Delete a platform product - Allow teammate to delete an old product

PAYMENT

• Read Payment Integration Details - Allow teammate to read all payment integrations

• Create/Update/Delete Payment Integration - Allow teammate to create new integrations or update/delete old ones

• Read Payment Records - Allow teammate to read payment records

• Update/Delete Payment Records - Allow teammate to update/delete payment records

Settings

TEAM

• Update team details - Allow teammate to update team name and other details

• Create a new user - Allow teammate to create new users

• Create new invite links - Allow teammate to invite new users using invite links

• Update/delete team members - Allow teammate to update/delete other team members

• Read the members of your team - Allow teammate to view other teammates’ data

• Log out sub-users from all active sessions - Allow teammate to log out created-users from active sessions

BILLING

• Read Billing History - Read your old ChatDaddy billing history

• Update/make new payments - Make payments to ChatDaddy

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, Viewer) 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.

❗ Note: 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.

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 can’t assign the chat to my teammate?

• Please make sure the Admin of your team enables the access of “Read the members of your team” for your role.

• Please re-login the account and try again after complete the access.