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11. Permissions


1. How to Create a Permission Group

  1. Go to the Permissions tab.
  2. Click the green + Add New Group Permission button in the top-right.

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2. Choosing Permissions

There are several permissions that can be set byIn the Admin.Add BelowNew Permission Group popup:

  1. Group Name: Enter a name for the group (e.g., Frontdesk).
  2. Initial Permissions: Check the boxes for the actions this group is allowed to perform.
  3. Click the green Create Group button.

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3. Explaining the Permissions

Here are the permissions:-

Reportpermissions Logyou View
Allowscan usersassign to viewa report logs and system activity records.group:

ContactPermission DeleteName
Allows users to delete contacts from the contact list.

ContactWhat Createit Allows
Allows users to add new contacts into the system.

Contact Edit
Allows users to edit or update contact information.

Contact View
Allows users to view

View the contact list and contact details.

Contact Create

Add new contacts to the system.

Contact Edit

Edit or update contact information.

Contact Delete

Delete contacts from the contact list.

Connection View

View available system/WhatsApp connections.

Connection Edit

Edit connection settings.

Connection Delete
Allows users to delete WhatsApp or system

Delete connections.

Connection Edit
Allows users to edit existing connection settings.

Connection View
Allows users to view available connections and their details.

Tickets Manager Show Same Queues In Working Tab
Allows users to view

View tickets from the same queue in the 

Working On tab.

Tickets Manager Show Same Queues In Queue Tab
Allows users to view

View tickets from the same queue in the 

Queue tab.


Report Log View

View system reports and activity logs.

4. Viewing Assigned Permissions

  • YouClick canthe addDown aArrow newnext to any permission group bycard clickingto theview “ADDits NEWlist GROUPof PERMISSION”active button.permissions.
  • Then, insert the group name and choose the actions that can be accessed for this permission.

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  • Click on the down arrows to view the given permissions for this group.

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