Inbox access available to Inbox roles(Agent/Supervisor/Admin)
Based on the permission you want to provide, you can add Inbox Admin/Agent/Supervisor roles by following these steps.
Following features are available for Inbox Admin/Supervisor/Agent roles :
Module | Inbox Agent | Inbox Supervisor | Inbox Admin |
---|---|---|---|
Live chats | |||
Chats assigned to the current agent | ✔️ | ✔️ | ✔️ |
Chats raised in a particular group (with a Supervisor assigned to that group) | ❌ | ✔️ | ✔️ |
Chats raised in all groups | ❌ | ❌ | ✔️ |
All the Inbox Settings | ❌ | ❌ | ✔️ |
Email tickets | |||
Creating a manual ticket | ✔️ | ✔️ | ✔️ |
Tickets assigned to the current agent | ✔️ | ❌ | ✔️ |
Tickets raised in a particular group | ✔️ | ❌ | ✔️ |
Tickets raised in all groups | ❌ | ❌ | ✔️ |
Knowledge Base | |||
Reading articles [Published] | ✔️ | ✔️ | ✔️ |
Create, Edit & Delete articles | ❌ | ✔️ | ✔️ |
Publish, Unpublish articles | ❌ | ✔️ | ✔️ |
Monitor & Analytics | |||
Chats & tickets data assigned to current agents | ✔️ | ✔️ | ✔️ |
Chats, Tickets & Agents data for a particular group | ❌ | ✔️ | ✔️ |
All chats, tickets & agents performance data | ❌ | ❌ | ✔️ |
Contacts | |||
Create, Read, Update, and Delete contacts | ❌ | ✔️ | ✔️ |
note
Agent permissions:
In both Chat and Email tickets, agents will not have the ability to:
- Update ticket details of other agents or unassigned tickets.
- Send messages on other agents or unassigned tickets.
- Transfer tickets assigned to other agents or unassigned tickets to other agents.
- Assign tickets that are either assigned to other agents or unassigned.
- Perform any other ticket-related updates on tickets not assigned to them or unassigned tickets.
Group supervisor permissions:
In both Chat and Email tickets, agents with Group Supervisor access can:
- Update ticket details for tickets within their supervision group.
- Send messages on tickets within their supervision group.
- Transfer and assign tickets within their supervision group.
- Manage unassigned tickets that belong to their supervision group.