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Manage permissions
The first user of a FROGED workspace is the administrator and the rest of the agents have one of 3 predefined roles or a custom selection.
Agents who are members of a workspace and have the permission to manage permissions and roles active can edit agents, except for their own permissions.
Agents who are members of a workspace and have the permission to manage permissions and roles active can edit agents, except for their own permissions.
Edit an agent
To edit the information and permissions of an agent, click on the ‘edit’ option in the options menu of the ‘agents’ table found in the ‘settings’ section.
The first thing that appears to modify is the information related to the agent's email associated to the workspace. This data is auto-completed when the agent is added to the workspace, but can be edited when necessary.
- Workspace email
- Title of the emails sent from the FROGED inbox.
Optionally, you can also add the agent's phone number for phone call related functionalities.
Finally, you can edit the agent's role in that workspace. In this section, the agent's role is marked in the selector button and in the list of active permissions. To modify the agent's role, it is necessary to choose an option on the button:
- Manager: role with all the permissions.
- Support: role with the necessary permissions to be an omnichannel inbox support agent.
- Guest: role with access only to your assigned conversations in the omnichannel inbox.
- Custom: all buttons are enabled for manual selection of permissions.
Predefined FROGED roles
In FROGED there are 3 default roles in all workspaces. However, a customised selection of permissions can be made manually for each agent.
- Manager
Has all active permissions, except the one to manage the subscription of the FROGED workspace. - Support
The active permissions of the role are described below:- Omnichannel Inbox
- Access to all conversations
- Access to conversation labels (create, edit and delete)
- Access to message templates (create, edit and delete)
- Permission to edit agent's own chat messages in open conversations
- Contact data
- Access to contact labels (create, edit and delete)
- Omnichannel Inbox
- Guest
No active permissions in the listing, so the agent only has access to the inbox and his assigned conversations.
Transfer admin role
As mentioned above, there is always an admin user in a workspace. This agent has full permissions and access to all settings.
In agents table the admin has the role (Admin) next to his name. No agent in the workspace can edit or delete the admin, only the admin user.
For an admin to be removed from the workspace or replaced by another agent, the admin must first transfer the admin role. To do this, you must click on the transfer admin role option in the options menu of the table and select an agent from the workspace.
In agents table the admin has the role (Admin) next to his name. No agent in the workspace can edit or delete the admin, only the admin user.
For an admin to be removed from the workspace or replaced by another agent, the admin must first transfer the admin role. To do this, you must click on the transfer admin role option in the options menu of the table and select an agent from the workspace.
When the transfer is carried out, the old admin becomes an agent with the role of manager and the new selected agent becomes the admin.
FROGED