Once you’ve invited your teammates, you need to assign roles to them. Custom roles enable you to define agents' responsibilities, so they align with your organizational structure and workflow.

Understanding the role


Chative offers four different roles: owner, admin, agent, and automation agent. Each role is permitted to access different features and functionalities:


Owner


Owner is the one who created the organization. They have full control over the platform. They can add new members and ban them when needed. Each organization can only have one person assigned as the owner at a time. Ownership can be changed in the Subscription section. When you give up ownership, you become an admin.


Admins


Admins have access to all the features in the platform. Like the owner, they can invite and ban teammates. Furthermore, they can add or remove other admin when they need.


Agents 


The agent is the most basic role in the Chative system. This role won't have full access like Owner and Admin, but it can access basic features to support customers. There are two types of agents in our system that you can add your teammates, which are:

  • Agent: The main person who answers customer questions and queries through live chat. 
  • Automation Agent: This role has the same permission as the agent, but it can access other automation tools such as chatbot, campaign, broadcast, and more. 


Please check out the table below for more detail on which features they can access and its limitation:


Features AgentAutomation Agent
Dashboard
Full access Full access 
InboxFull access 
Full access 
ContactFull access 
Full access 
ReportFull access 
Full access 
Agent View onlyView only
Channel 
--
Automation Tools
-Full access 
SettingAccount profile Full access 
Full access 
Agents
-
-
Channels
--
ContactFull access 
Full access 
Conversation-
-
TranslationFull access 
Full access 
Billing
--



Note: In one organization, you can only have one Owner with multiple Admins, Automation Agents, and Agents.


Changing the role of your members


Owners and admins can change the roles of their team members. To do so, please follow the below steps:

1, Go to the Members section.


2, Click the ⋮ icon of the person whose role needs to be changed.


3, Choose a new role for your teammate then click confirm to finish.


After changing your member's role, their new role will be shown in the Role column.