Permissions allow you to provide granular access to the system.
Permissions can be set on a team or individual level.
- For team-level permissions, every agent on the team has the same permissions.
- Agent-level (individual) permissions provide permissions for only a single agent. It's also possible to use agent-level permissions to add unique permissions to a team member.
Individual permissions are visible for yourself in your Profile > Permissions:
And for all agents (if you have admin access) in User Management > Agents:
Team permissions (if you have admin access) are found in User Management > Teams:
Team-level permissions reduce manual labor and make changes much less error prone. It is easy to extend or limit a teams permissions, rather changing many accounts, you only need to change the team account.
Furthermore, team permissions let you create a standard set of custom roles.
Updated 9 months ago